Dylan Patel - Inside the Trillion-Dollar AI B...

David Vélez is the founder and CEO of Nubank, which serves 140 million customers across Latin America. David believes the industry is still in its Blockbuster era, with most of the world's banking still running through branches and incumbent banks, and that AI will make digital b ...  Show more

Andrew Huberman is a neuroscientist and professor at Stanford, the host of the Huberman Lab podcast, and the author of Protocols. Most of our conversation is about where neuroscience goes next. For decades the field has focused on reading from the brain, and Andrew believes the n ...  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 Asianometry, the world’s best YouTube channel on semiconductors and business history.* ...  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 ...

In this episode of How I Invest, I sit down with Felix Ejeckam, Co-Founder and CEO of Akash Systems. Felix discusses how Akash is leveraging synthetic diamond technology to revolutionize cooling for high-power microchips used in AI servers and satellite communications. He shares ...  Show more