Satya Nadella — How Microsoft is preparing fo...

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

Want the guide to create AI Agents? get it here: https://clickhubspot.com/fhc Episode 77: Are we nearing a future where AI agents can autonomously tackle our biggest challenges—while remaining efficient, safe, and truly aligned with human goals? Matt Wolfe ( https://x.com/mreflow) ...  Show more

Episode 61: What will the next generation of AI-powered PCs mean for your everyday computing—and how will features like on-device AI, privacy controls, and new processors transform our digital lives? Matt Wolfe ( https://x.com/mreflow) is joined by Pavan Davuluri ( https://x.com/pa ...  Show more

Episode 60: Can you really build an $8 billion SaaS startup by yourself using AI agents? Nathan Lands ( https://x.com/NathanLands) sits down with Matan Grinberg ( https://x.com/matansf), a physicist, AI founder, and creator of Factory AI—one of Silicon Valley’s best-kept secrets. M ...  Show more

A groundbreaking Harvard study trained AI on 10 million solar systems and found it perfectly predicted orbits but completely failed to understand gravity, raising questions about whether LLMs can develop true world models. While companies pour billions into scaling, Meta's Yann L ...  Show more