Episode #72
@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.
October 2, 20242h 9m17 chapters
What this episode covers
A bonanza on the semiconductor industry and hardware scaling to AGI by the end of the decade.
Where to start
Architectures lead to different AI models? China vs. US
Architectures lead to different AI models? China vs. US
Start at 1:04:36
Why the semiconductor industry is so stratified
Why the semiconductor industry is so stratified
Start at 38:51
Mind-boggling complexity of semiconductors
Mind-boggling complexity of semiconductors
Start at 49:21
People and topics
Key takeaways
- Xi's path to AGI
- Liang Mong Song
- How semiconductors get better
- China can centralize compute
- Export controls & sanctions