EB-1: Jensenmath
EB-1, our very first podcast, dropped last week
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EB-1, our very first podcast, dropped last week. Before I continue, the rules of the game are:
Pods that CHART stay alive
Pods that get a Follow on Apple Podcasts CHART
So FIRST, CLICK on the link below (opens up your Apple Podcasts app), and click “+Follow” (in the upper right-hand corner)
Emergent Behavior on Apple Podcasts
Technology · 2024
Then go ahead and listen to the podcast any way you want to on your preferred app, capiche mon ami?
Listen on
We Covered
OpenAI’s $7 trillion YOLO fundraising
Nvidia’s market position and its competitors
Nvidia’s promised 4x annual performance improvement
ASML’s monopoly position
Who
Dylan Patel (LinkedIn), founder of Semi Analysis, a semiconductor and AI research and consulting firm with analysts in the US, Taiwan, Japan, and Singapore.
When
Feb 15, 2024
Transcripts
Part 1
EB-1: SemiAnalysis - Transcript - Part 1
GPUs, TPUs, and Moore's Law: Exploring the fascinating world of semiconductors with Dylan Patel.
Part 2
EB-1: SemiAnalysis - Transcript - Part 2
Dylan Patel analyzes OpenAI's potential $7 trillion chip investment and its implications for the AI industry.
Part 3
EB-1: SemiAnalysis - Transcript - Part 3
Dylan Patel explains the complexities of ASML's EUV technology and the challenges of chip manufacturing.
Background
Dylan is one of the best-informed people in AI and semiconductors, and responsible for several of the major stories in the field over the last year, such as:
The GPU Rich/GPU Poor meme
Google Has No Moat memo
Breaking the comprehensive details of the GPT-4 architecture
Ate first met Dylan through false accusations:
Which Dylan easily refuted:
And hence began a curmudgeonly relationship of tweets and secret DMs (the best kind). Which naturally let to this pod.
Links
