# Dwarkesh Podcast

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

[Best AI podcasts](https://realalpha.app/best/ai-podcasts/)

Research and big ideas · [No. 22 of 37 AI podcasts](https://realalpha.app/best/ai-podcasts/#dwarkesh-podcast)

Dwarkesh Podcast is a long-form conversation show on research and big ideas, hosted by Dwarkesh Patel, with a new episode every two weeks.

5 moments cut from 2 episodes, mostly on chips & GPUs.

- [Dwarkesh Patel](https://realalpha.app/hosts/)

**New episodes**

Every two weeks

**Latest**

Oct 22, 2026

**Moments cut**

5

**Episodes cut**

2

What its moments are about

- Chips & GPUs 3

## Best moments from Dwarkesh Podcast

From its most-watched episodes, best first. Each plays right here.

1. Dwarkesh Podcast · Oct 1, 2026 · 3 min
   **[The natives adapted fast, but the learning curve was too steep](https://realalpha.app/s/the-natives-adapted-fast-but-the-learning-curve-was-too/)**
   > “They took captured enemy weapons. They learned to fix conquistador swords to the end of long wooden poles, improvising pike tactics.”
   Dwarkesh Podcast [33:23](https://realalpha.app/v/LwQQ7nBCGSs/?t=2003)
2. Dwarkesh Podcast · Oct 22, 2026 · 5 min
   **[Tool shortages cap leading-edge chip output near 2x](https://realalpha.app/s/tool-shortages-cap-leading-edge-chip-output-near-2x/)**
   > “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.”
   Dwarkesh Podcast [50:52](https://realalpha.app/v/frYSOKvNiiE/?t=3052)
3. Dwarkesh Podcast · Oct 1, 2026 · 3 min
   **[The Tlaxcalans used Cortés, not the other way around](https://realalpha.app/s/the-tlaxcalans-used-cortes-not-the-other-way-around/)**
   > “the force that marches on Tenochtitlan, the total numbers, the conquistadors were maybe one-half of one percent in raw numbers of that force.”
   Dwarkesh Podcast [19:33](https://realalpha.app/v/LwQQ7nBCGSs/?t=1173)
4. Dwarkesh Podcast · Oct 22, 2026 · 7 min
   **[Stacked transistors need years of process development](https://realalpha.app/s/stacked-transistors-need-years-of-process-development/)**
   > “Materials have, of course, the challenges of being deposited, etched, removed. Their compatibility with other layers above and below.”
   Dwarkesh Podcast [37:09](https://realalpha.app/v/frYSOKvNiiE/?t=2229)
5. Dwarkesh Podcast · Oct 22, 2026 · 5 min
   **[The fab industry may need to rethink its basic assumptions](https://realalpha.app/s/the-fab-industry-may-need-to-rethink-its-basic-assumptions/)**
   > “You put in like tens of billions of dollars and you really don't want to take any risks.”
   Dwarkesh Podcast [1:04:16](https://realalpha.app/v/frYSOKvNiiE/?t=3856)

## The best Dwarkesh Podcast episodes

Ranked as our lists rank shows: a point for each best minute we cut from it, one more when an AI builder is talking, and one more when it cleared our views bar.

1. 01 [What will computer chips look like in 2045?](https://realalpha.app/v/frYSOKvNiiE/) Oct 22, 2026 · 3 moments
2. 02 [How did a few hundred Spanish soldiers topple two empires? – Si Sheppard](https://realalpha.app/v/LwQQ7nBCGSs/) Oct 1, 2026 · 2 moments

## The 6 guests we’ve cut

- [Pushkar Arande](https://realalpha.app/people/pushkar-arande/) 3 moments
- [Chris Oth](https://realalpha.app/people/chris-oth/) 2 moments
- [Si Sheppard](https://realalpha.app/people/si-sheppard/) Associate professor of political science, Long Island University 2 moments
- [Jack Cavalieros](https://realalpha.app/people/jack-cavalieros/) 1 moment
- [Kevin Fisher](https://realalpha.app/people/kevin-fisher/) 1 moment
- [Tyler Osborne](https://realalpha.app/people/tyler-osborne/) 1 moment

## Recent episodes

- Dwarkesh Podcast · Chris Oth, Kevin Fisher, Jack Cavalieros, Tyler Osborne, Pushkar Arande
  **[What will computer chips look like in 2045?](https://realalpha.app/v/frYSOKvNiiE/)**
  [47:57](https://realalpha.app/v/frYSOKvNiiE/?t=2877) of 1:09:01 · Oct 22
- Dwarkesh Podcast
  **[How did a few hundred Spanish soldiers topple two empires? – Si Sheppard](https://realalpha.app/v/LwQQ7nBCGSs/)**
  Si Sheppard · Military Historian
  [31:56](https://realalpha.app/v/LwQQ7nBCGSs/?t=1916) of 1:37:24 · Oct 1

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