@Asianometry & Dylan Patel — How the semicond...

New episode with military historian Si Sheppard.The conquests of the Aztec and Inca empires might be the most shocking events in human history.Hernan Cortés and some hundreds of Conquistadors landed on a new continent they knew basically nothing about, and within 2 and a half yea ...  Show more

New episode with Noam Brown.We talk about multi-agent, Navier-Stokes, and what the current explosion of maths progress tells us about what happens once you automate AI research.And we also discuss how we will know if the models are actually aligned before we kick off RSI.Watch on ...  Show more

My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundr ...  Show more

Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.

To make sense of it all, Erik Torenberg is joined by Dyla ...

Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects. Thank you for lis ...  Show more

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google's AI workload, NVIDIA' ...