Episode
@Asianometry & Dylan Patel — How the semiconductor industry actually works
Dwarkesh Podcast · Oct 2, 2024 · 2 h 10 min
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. * What Xi would do if he became scaling pilled * $ 1T+ in datacenter buildout by end of decade Watch on YouTube .…