Episode
Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute
Dwarkesh Podcast · Mar 13, 2026 · 2 h 31 min
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 stack. Enjoy! Watch on YouTube ; read the transcript . Sponsors * Mercury has already saved me a bunch of time this…