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From TMTB Podcast Intel · INTC

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Intel’s executives, already briefed.

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Oct 22 · Dwarkesh Podcast

Chris Oth on Dwarkesh Podcast

  • Intel built maturity/phase-gate yield and defect metrics to avoid repeating 10nm over-innovation
  • Backside power lets Intel print directly with High NA EUV; TSMC lacks it, needs double-patterning
Executive appearanceRead the brief →
Sep 28 · Modern CTO

Steve Orrin on Modern CTO

  • AI adoption stuck in valley of death: hardware bought, ROI unproven
  • Deepfake CFO plus chatbot tricked analyst into $25M transfer, ~6-8 months ago
Executive appearanceRead the brief →
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Ethmos briefs are AI-generated summaries of public podcast episodes. They may miss context or contain errors; verify before relying on them. Not affiliated with or endorsed by the shows, guests or companies discussed.