@Asianometry & Dylan Patel — How the semiconductor industry actually works
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.* What Xi would do if he became scaling pilled* $ 1T+ in datacenter buildout by end of decadeWatch on YouTube. Listen on Apple Podcasts, Spotify, or any other podcast platform. Read the full transcript here. Follow me on Twitter for updates on future episodes.Sponsors:* Jane Street is looking to hire their next…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.