Jun 18, 2026

Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan

Intel CEO Lip Bu Tan shares his strategic vision for turning around the tech giant, focusing on cultural transformation, strengthening the balance sheet with key investments (including the US government and Nvidia), and driving innovation in foundry, advanced packaging, and new materials. He discusses collaborations like Terafab with Elon Musk, the profound impact of AI on the semiconductor supply chain, and his investment philosophy for the evolving industry, aiming to position Intel for agentic and physical AI at the edge and client, not just centralized compute.

Jun 17, 2026

🔬 The Limits of AI in Science - Why We Need Self-Driving Labs — Joseph Krause, Radical AI

Joseph Krause, CEO of Radical AI, details how his company uses Self-Driving Labs (SDLs) and AI scientists to overcome the experimental bottleneck in materials science. By automating the full loop of hypothesis generation, synthesis, characterization, and testing, Radical AI is accelerating the discovery of novel alloys for aerospace, defense, and semiconductor applications, achieving 10x the pace of traditional methods. Krause explains why materials science is uniquely challenging for AI, how human intuition trains the AI, and why experimental data, not models, forms the core competitive advantage in this rapidly evolving, geopolitically significant field.

May 14, 2026

Pax Silica: Inside the Trump Administration’s Tech Strategy with Jacob Helberg

US Under Secretary of State Jacob Helberg details Pax Silica, a 14-country economic security coalition designed to secure the entire AI supply chain for the US and its allies. He discusses the creation of a forward-deployed industrial base in the Philippines, contrasts the initiative with China’s Belt and Road, and explains how the US plans to reindustrialize through private sector partnerships, automation, and robotics.

Feb 26, 2026

Dylan Patel Explains the AI War While Cooking | In-Context Cooking

Dylan Patel of SemiAnalysis discusses the AI arms race, highlighting the massive $200B+ hyperscaler capex, the true semiconductor bottlenecks shifting from data centers back to fabs, the geopolitical chess game surrounding Taiwan and TSMC, and Nvidia's strategic battle against vertical integration.

Oct 25, 2025

Beyond the AI Bubble

Ben Lorica and Evangelos Simoudis discuss signals of an AI bubble, including runaway valuations and circular financing. They explore why many enterprise AI pilots fail and what separates successful adopters—namely, a focus on measurable use cases and organizational transformation—and offer a nuanced perspective on the US-China tech race, cautioning against underestimating China's progress in AI, robotics, and semiconductors.