Artificial meat is harder than artificial int...

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

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

Keyu Jin is an economist specializing in China’s economy, international macroeconomics, global trade imbalances, and financial policy. She is the author of The New China Playbook: Beyond Socialism and Capitalism. Thank you for listening ❤ Check out our sponsors: https://lexfridma ...  Show more

This week on Breaking Banks, host Brett King takes us to Shanghai for a riveting discussion with Jason Cao, CEO of Huawei’s Global Financial Services competency. In this eye-opening episode, they uncover how China is shaping the future with AI—not as a mere tool for profit, but a ...  Show more

From high-speed rail to electric cars to batteries to AI, it’s clear that China can operate with incredible speed at massive scale. Can the US still compete?

We sat down with Dan Wang, a Research Fellow at the Hoover Institution and the author of “Breakneck: China’s Ques ...

My guest today is Dan Wang. Dan is a technology analyst and author who spent six years living in China studying its manufacturing ecosystem and tech development, best known for his new book Breakneck. Dan offers the most nuanced framework I've encountered for understanding US-Chi ...  Show more