"If you accept as the truth that we're going to be running at the limit, then what that means is that the way to get more intelligence is to be more efficient. We can't get more intelligence by applying more force." - Bryan Catanzaro [00:37:51]

"We build tools. We build external organs that help us solve problems... we have an external stomach, we…

"The reality is the entire semiconductors and data center industry is built on buffer... everything is built to be general purpose for everything not just in the data center but IoT on the edge. And when you have a specific use case you're really trying to design for you can change the constraints a lot." - Rob Wachen [00:02:26]

"If we want way…

• Hosted by Tim Hong, this panel features Abraham Daniels (Senior Technical Product Manager for Granite), Martin Keane (Master Inventor), and Gabe Goodhart (Chief Architect, AI Open Innovation). It also includes a special interview segment featuring Sasha Bradsky interviewing Huming Bu (VP of Silicon Technology Research & Development).

**1. Special Segment: Sub-1 Nanometer Chip Technology &…

"one day early morning President Trump asking me to resign and conflict of interest and there's no exceptions... I had to convince myself first of all you know I don't need this job I do it purely to save Intel." - Lip Bu Tan [00:02:02]

"first of all you crawl and then be humble listen to customer and then secondly deciding to walk and then…

"The functional reason for commodity it is for hedging right... really for people to hedge their volatility to do risk allocation to do risk transfer and then asset capital allocation if we can't do what you said then we fail at our job." - Carmen Li [00:00:50]

"You can't you don't know until you get your GPUs... we proved there's 38%…

• Matt Wagner: [00:00:34] Regional Vice President of Construction Property for the East Region at Zurich US (Host).
• Toby Cushing: [00:00:41] US Head of Construction at Zurich.
• Steve Penright: [00:00:45] Head of Underwriting for…

01. The End of Moore's Law & The Dawn of TAU [00:00:01]

• The Traditional Paradigm: For over 50 years, the global semiconductor industry—led by giants like Intel, TSMC, and Nvidia—has lived by a single rule: make transistors smaller to build faster chips.
• The Physical and Financial Wall: The industry has hit a wall where transistors are so small that electrons…

Note: Podcast originally published on 10 Aug 2023

"ASML being created was essentially a sort of delayed layoff process for the workers that were being transferred into it." - Tom Walsh [00:03:37](https://youtu.be/2kDTybPftG4?si=dPVw-mmZRpgjAfGN&t=0h3m37s)

"Of all the competitive advantages, of all the technological advantages that I've ever come across, I can't think of one that's more significant than…

Creators Summary: Stepchange's Data Centers Episode

"It lives in nearly 12,000 buildings worldwide, consuming almost 5% of electricity in the U.S. It also lives inside these garden-hose-sized cables that are laid across the darkest parts of the ocean floor." — Ben Shwab Eidelson [00:01:21]

…

"When I introduced myself, said this is Morris Chang, he immediately shouted at those people that were making noises. He said, quiet. Morris Chang is calling me." — Morris Chang [on his first call with Jensen Huang, ~1997] [00:07:01]

"I wasn't all that worried because what reviewed in my mind, all the characteristics that Apple is looking for in…

"My reaction entering Harvard was sheer ecstasy, almost disbelief. What a country! The United States was at its peak in its moral leadership, its political leadership in terms of democracy, and it was the richest country in the world." — Morris Chang [00:08:07]

"Real men have fabs." — Jerry Sanders, co-founder & CEO of AMD *(said in the…

"what used to matter a lot was execution was very very fucking difficult and ideas were cheap now ideas are cheap and plentiful but execution is very easy so really only the good ideas are the ones that can justify the spend on super cheap implementation" - Dylan Patel [00:18:57]

"if you don't use more tokens you'll never escape the permanent…

"We want to be the best caddy to the best golfers in the world. If I ask you to name me 10 great caddies, I'll be shocked if you can name one, but I can name 10 great golfers." - Divesh Makan [00:00:43]

"Technology for us was the first ever horizontal. Everyone looked at it as a vertical and we said no, that's wrong... it won't even use the word…

"Co-design is when we can not only make the software better or the hardware better in isolation... we want to make both better and we might want to change the hardware in a way that makes some sacrifices today that will reap rewards in the future." - Clive Chan [00:01:08]

"It becomes co-design when you say 'actually some of these metrics are…

[00:00:15] Podcast Introduction & Context

• Host: Kristen Hallum [00:00:15].
• Expert Guest: Yan Hang, Economist with the Pricing and Purchasing team at S&P Global Market Intelligence [00:00:23].
• Source: Excerpt from a March 12th client webinar, projecting the…

"The speed at which this can process reason across large code bases means that they're just going to find more bullets. They're going to shoot more bullets." - Rory [00:03:39]

"I am just so burned out of the boy who cries wolf... Every job's going to be destroyed. Everything is insecure... enough already." - Jason…

"I feel like the models have gotten way way better at sort of problems with verifiable rewards so things like math encoding... you saw like our Gemini model entered the IMO contest and got a gold medal." - Jeff Dean [00:01:00]

"we basically can achieve um you know two millimeters per nanosecond basically the time of flight over over wires on the…

"The input is electron, the output is tokens. That is in the middle, Nvidia, and our job is to do as much as necessary, as little as possible to enable that transformation to be done at incredible capabilities." - Jensen Huang [00:01:46]

"Moore's law is increasing about 25% per year... the only way to really get 10x leaps, 100x leaps is to…