Are we financing an AI bubble?

Xi's path to AGI

0:00

Liang Mong Song

4:20

How semiconductors get better

8:25

China can centralize compute

11:16

Export controls & sanctions

18:50

Huawei's intense culture

32:51

Why the semiconductor industry is so stratified

38:51

N2 should not exist

40:58

Taiwan invasion hypothetical

45:53

Mind-boggling complexity of semiconductors

49:21

Chip architecture design

59:13

Architectures lead to different AI models? China vs. US

1:04:36

Being head of compute at an AI lab

1:10:12

Scaling costs and power demand

1:16:24

Starting Asianometry and SemiAnalysis

1:50:20

Opportunities in the semiconductor stack

2:06:10