Episode #72 from 11:16
China can centralize compute
People
Topics
Xi's path to AGI
0:00
Liang Mong Song
4:20
How semiconductors get better
8:25
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
Are we financing an AI bubble?
1:37:05
Starting Asianometry and SemiAnalysis
1:50:20
Opportunities in the semiconductor stack
2:06:10