EP. 112 · 04.25.2026 · 58:14
FOUNDRIES, GEOPOLITICS, AND THE AI SUPPLY CHAIN
with Pat Gelsinger
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EPISODE BRIEF — EP. 112 · FOUNDRIES, GEOPOLITICS, AND THE AI SUPPLY CHAIN Guest: Pat Gelsinger · Published: 04.25.2026 · Duration: 58:14 【OVERVIEW】 Pat Gelsinger joins The DAO to discuss foundries, geopolitics, and the ai supply chain — and what it means for the trajectory of artificial intelligence over the next decade. 【KEY TAKEAWAYS】 1. Cold open: how we got here 2. Pat's view of the AI landscape 3. Where the puck is heading 4. Risks, regulation, and what keeps us up at night 5. Listener questions 【CHAPTERS】 00:00 — Cold open: how we got here 12:30 — Pat's view of the AI landscape 34:10 — Where the puck is heading 1:02:18 — Risks, regulation, and what keeps us up at night 1:25:00 — Listener questions 【TOPICS】AI Chips · AI 【WATCH】https://thedaopod.com/episodes/ep-112-pat-gelsinger
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THE CONVERSATION
Pat Gelsinger joins The DAO to discuss foundries, geopolitics, and the ai supply chain — and what it means for the trajectory of artificial intelligence over the next decade.
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EP. 112 · FOUNDRIES, GEOPOLITICS, AND THE AI SUPPLY CHAIN
Pat Gelsinger joins The DAO to discuss foundries, geopolitics, and the ai supply chain — and what it means for the trajectory of artificial intelligence over the next decade.
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CHAPTERS
TIMELINE
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GUESTS
ON THE ROUNDTABLE
Former CEO, Intel
Veteran of the semiconductor industry. Architect of Intel's foundry and AI ambitions.
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0:00 · Cold open: how we got here
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