Andrew Roberts — Why Hitler lost WWII, Churchill as applied historian, & Napoleon as startup founder

Andrew Roberts — Why Hitler lost WWII, Church...

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Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute

Dylan Patel, founder of SemiAnalysis, provides a deep dive into the 3 big bottlenecks to scaling AI compute: logic, memory, and power.And walks through the economics of labs, hyperscalers, foundries, and fab equipment manufacturers.Learned a ton about every single level of the st ...  Show more

The most important question nobody's asking about AI

Read the full essay here: https://www.dwarkesh.com/p/dow-anthropicTimestamps(00:00:00) - Anthropic vs The Pentagon(00:04:16) - The overhangs of tyranny(00:05:54) - AI structurally favors mass surveillance(00:08:25) - Alignment...to whom?(00:13:55) - Coordination not worth the cos ...  Show more

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