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.
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Timestamps
00:00:00 – Xi's path to AGI)
00:04:20 – Liang Mong Song)
00:08:25 – How semiconductors get better)
00:11:16 – China can centralize compute)
00:18:50 – Export controls & sanctions)
00:32:51 – Huawei's intense culture)
00:38:51 – Why the semiconductor industry is so stratified)
00:40:58 – N2 should not exist)
00:45:53 – Taiwan invasion hypothetical)
00:49:21 – Mind-boggling complexity of semiconductors)
00:59:13 – Chip architecture design)
01:04:36 – Architectures lead to different AI models? China vs. US)
01:10:12 – Being head of compute at an AI lab)
01:16:24 – Scaling costs and power demand)
01:37:05 – Are we financing an AI bubble?)
01:50:20 – Starting Asianometry and SemiAnalysis)
02:06:10 – Opportunities in the semiconductor stack)
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