AI Semiconductor Landscape feat. Dylan Patel ...

In this BG2 guest interview, Altimeter partner Apoorv Agrawal sits down with Ali Ghodsi (Databricks) and Arvind Jain (Glean) for a candid, operator-level discussion on what’s actually working in enterprise AI—and what isn’t.They unpack why 95% of AI projects fail, why LLMs are ra ...  Show more

Brad Gerstner sits down with Satya Nadella (Microsoft) and Sam Altman (OpenAI) to unpack the $3 trillion AI buildout transforming technology, business, and the global economy. They dive deep into the OpenAI–Microsoft partnership, how it unlocked massive scale in the cloud, and wh ...  Show more

Episode 53: What role will AI agents play in addressing global challenges? Join Matt Wolfe ( https://x.com/mreflow) Amanda Saunders ( https://x.com/amandamsaunders), Director of Enterprise Generative AI Product Marketing at Nvidia, then Bob Pette ( https://x.com/RobertPette) Vice Pr ...  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

A bonanza on the semiconductor industry and hardware scaling to AGI by the end of the decade.

Dylan Patel runs Semianalysis, the leading publication and research firm on AI hardware. Jon Y runs <a target="_blank ...

Episode 41: How groundbreaking are the AI-driven advancements showcased at CES 2025? Matt Wolfe ( https://x.com/mreflow) and Nathan Lands ( https://x.com/NathanLands) take you through the year's biggest AI announcements and innovations from the Consumer Electronics Show. This episo ...  Show more