Results for "SemiAnalysis"

4 results

Episodes

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Dylan Patel - Inside the Trillion-Dollar AI Buildout
Invest Like the Best with Patrick O'Shaughnessy· Sep 30, 2025
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data c…
openaiinvesting
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Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints
Invest Like the Best with Patrick O'Shaughnessy· Apr 23, 2026
This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and dema…
anthropicinvesting
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#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Lex Fridman Podcast· Feb 3, 2025
Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the au…
openaisocietyculture
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Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
Latent Space: The AI Engineer Podcast· Feb 24, 2026
This is a free preview of a paid episode. To hear more, visit www.latent.spaceFirst speakers for AIE Europe and AIEi Miami have been announced. If you’re in Asia/Aus, come by Singapore and Melbourne. AI Engineering is go…
anthropic