Tag

semiconductors

10 pages

Episodes (5)

Alex Sacerdote on S-Curves, the AI Boom, and Finding Technology Winners

Dylan Patel on the Token Economy, AI Supply-Demand, and the Permanent Underclass

Gavin Baker on AI Infrastructure, Power Constraints, and Semiconductor Investing

Gavin Uberti on Etched, Transformer ASICs, and Challenging Nvidia

U.S.-China AI Race Escalates, Chip Bans Aren't Working, and a Lesson from Nuclear Proliferation

Concepts (1)

Compute Export Controls

Speakers (4)

Chris McGuire

Dylan Patel

Gavin Baker

Gavin Uberti