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

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

Renaissance history is so much wilder and weirder than you would have expected. Very fun chatting with Ada Palmer (historian, novelist, and composer based at the University of Chicago).Some especially fascinating things I learned from the conversation and her excellent book, Inve ...  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

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' ...

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

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 ...