#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, ...

Anthony Kaldellis is a historian of the Roman Empire and author of “The New Roman Empire”, a comprehensive history of the Byzantine Empire (Eastern Roman Empire). Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep498-sc See below for timestamps, ...  Show more

Don Lincoln is a particle physicist at Fermilab who has spent decades working at the frontiers of high energy physics. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep497-sc See below for timestamps, and to give feedback, submit questions, cont ...  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' ...

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 ...

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 ...