The Outsiders: Morris Chang's foundry idea was rejected by every major chip company it was pitched to. The Philips investment that kept TSMC alive was a diplomatic favor, not a bet on a new business model. The equipment inside TSMC's fabs would stop working within six to twelve months without ongoing remote support from vendors in the Netherlands, California, and Japan — making the buildings themselves almost impossible to capture in any militarily meaningful sense.
02:22 — Morris Chang's consumer pricing strategy fails at Texas Instruments
07:00 — Intel's name on the customer list brings Motorola, TI, and Philips aboard
11:42 — Taiwan's Hsinchu Science Park and the returning engineer pipeline
16:24 — Apple announces the Mac is leaving Intel for TSMC-built Apple Silicon
21:03 — Why TSMC's fabs depend on a global supplier network, not just the buildings
25:43 — TSMC built Ryzen, and AMD's lack of factories became a competitive advantage
━━━━━━━━━━━━━━━━━━━━━━━━━━━
New episodes every Saturday.
Follow us on X @ThePulseSPN
singularitypulse.news
29 Aug 2026
After the Pentium — Act 2
The Cracks: Intel built its identity on making the best chips by making them itself. One CEO turned down the iPhone. Another told Wall Street on a live earnings call that Intel might outsource manufacturing to a competitor. The decisions that dismantled a fifty-year lead were made one at a time, each with a rationale that made sense in the room.
02:15 — Itanium: Intel's deliberate bet to replace x86 from scratch
06:48 — Why EPIC's compiler-driven design never delivered
11:21 — The iPhone call and the ARM architecture that filled the gap
15:53 — Intel's $7 billion mobile loss and the ARM dominance it couldn't stop
20:25 — The 7-nanometer collapse and the contingency Intel said out loud
24:59 — Ryzen hits x86 desktops, the one market Intel never had to defend
━━━━━━━━━━━━━━━━━━━━━━━━━━━
New episodes every Saturday.
Follow us on X @ThePulseSPN
singularitypulse.news
22 Aug 2026
After the Pentium — Act 1
The Golden Age: Two engineers quit the same company twice before they built something they actually owned. The most surprising turn: Intel nearly collapsed in 1985 not from a competitor stealing its chip designs, but from Japanese memory factories running yield rates twenty to thirty points higher — and the exit from memory that saved the company was proposed as a thought experiment about firing themselves. The golden age of x86 dominance, from the Traitorous Eight to the Apple handshake, plays out in six chapters.
02:11 — Shockley recruits Noyce and Moore to Mountain View
06:37 — The Fairchildren exodus and the birth of AMD
11:03 — How Busicom's cash shortage handed Intel the microprocessor
15:31 — Grove and Moore decide to walk out and come back as different executives
19:54 — Intel Inside turns computer makers into billboards for their own dependency
24:18 — How x86 became infrastructure, not just a product line
━━━━━━━━━━━━━━━━━━━━━━━━━━━
New episodes every Saturday.
Follow us on X @ThePulseSPN
singularitypulse.news
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Spotify
5.0 / 5
2 ratings
Contact Pulse: Deep Dive
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Pulse: Deep Dive?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
