# Pushkar Ranade

Markdown copy of https://realalpha.app/people/pushkar-ranade/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

Real Alpha has cut 3 moments of Pushkar Ranade talking, from an interview on Dwarkesh Podcast published Oct 22, 2026.

## What Pushkar Ranade said

- [Tool shortages cap leading-edge chip output near 2x](https://realalpha.app/s/tool-shortages-cap-leading-edge-chip-output-near-2x/)
  Dwarkesh Podcast · Oct 22, 2026 · 5 min
  > “Unless the entire supply chain, starting from the equipment suppliers, their suppliers, their sub-suppliers, unless everybody produces more, you can't increase the output collectively.” — Pushkar Ranade · [50:52](https://realalpha.app/v/frYSOKvNiiE/?t=3052)
- [The fab industry may need to rethink its basic assumptions](https://realalpha.app/s/the-fab-industry-may-need-to-rethink-its-basic-assumptions/)
  Dwarkesh Podcast · Oct 22, 2026 · 5 min
  > “You put in like tens of billions of dollars and you really don't want to take any risks.” — Pushkar Ranade · [1:04:16](https://realalpha.app/v/frYSOKvNiiE/?t=3856)
- [Intel says scale and execution are its main gaps to TSMC](https://realalpha.app/s/intel-says-scale-and-execution-are-its-main-gaps-to-tsmc/)
  Dwarkesh Podcast · Oct 22, 2026 · 4 min
  > “Your execution needs to be such that your yields are very high to support very large and very rapid ramps.” — Pushkar Ranade · [57:16](https://realalpha.app/v/frYSOKvNiiE/?t=3436)

## The episode

- [What will computer chips look like in 2045?](https://realalpha.app/v/frYSOKvNiiE/) · Dwarkesh Podcast · Oct 22, 2026