Dylan Patel runs Semianalysis, the leading publication and research firm on AI hardware: https://www.semianalysis.com/. Jon Y runs @Asianometry, the world’s best YouTube channel on semiconductors and business history.

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒
* Transcript: https://www.dwarkeshpatel.com/p/dylan-jon
* Apple Podcasts: https://podcasts.apple.com/us/podcast/dylan-patel-jon-asianometry-how-the-semiconductor/id1516093381?i=1000671564456
* Spotify: https://open.spotify.com/episode/6q1XODE2L5bqqBwe7434S7?si=seXQ6K_LQZeAV6776H6MhQ
* Me on Twitter: https://twitter.com/dwarkesh_sp

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
* Jane Street is looking to hire their next generation of leaders. Their deep learning team is looking for FPGA programmers, CUDA programmers, and ML researchers. To learn more about their full time roles, internship, tech podcast, and upcoming Kaggle competition, go here: https://jane-st.co/dwarkesh

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𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
00:00:00 – Xi’s path to AGI
00:05:05 – Liang Mong Song
00:09:10 – How semiconductors get better
00:12:01 – China can centralize compute
00:19:35 – Export controls & sanctions
00:33:36 – Huawei’s intense culture
00:39:36 – Why the semiconductor industry is so stratified
00:41:43 – N2 should not exist
00:46:38 – Taiwan invasion hypothetical
00:50:06 – Mind-boggling complexity of semiconductors
00:59:58 – Chip architecture design
01:05:21 – Architectures lead to different AI models? China vs. US
01:10:57 – Being head of compute at an AI lab
01:17:09 – Scaling costs and power demand
01:37:50 – Are we financing an AI bubble?
01:51:05 – Starting Asianometry and SemiAnalysis
02:06:55 – Opportunities in the semiconductor stack