Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute
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 tax season. Last year, I used Mercury to request W-9s from all the contractors I worked with. Then, when it came time to issue 1099s this year, I literally just clicked a button and Mercury sent them out. Learn…
The skinny
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