EB-1: Jensenmath

EB-1, our very first podcast, dropped last week

Author

Ate A Pi
March 11, 2024

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EB-1, our very first podcast, dropped last week. Before I continue, the rules of the game are:

  • Pods that CHART stay alive

  • Pods that get a Follow on Apple Podcasts CHART

So FIRST, CLICK on the link below (opens up your Apple Podcasts app), and click “+Follow” (in the upper right-hand corner)

‎Emergent Behavior on Apple Podcasts

‎Technology · 2024

Then go ahead and listen to the podcast any way you want to on your preferred app, capiche mon ami?

Listen on

We Covered

  • OpenAI’s $7 trillion YOLO fundraising

  • Nvidia’s market position and its competitors

  • Nvidia’s promised 4x annual performance improvement

  • ASML’s monopoly position

Who

Dylan Patel (LinkedIn), founder of Semi Analysis, a semiconductor and AI research and consulting firm with analysts in the US, Taiwan, Japan, and Singapore.

When

Feb 15, 2024

Transcripts

Part 1

EB-1: SemiAnalysis - Transcript - Part 1

GPUs, TPUs, and Moore's Law: Exploring the fascinating world of semiconductors with Dylan Patel.

Part 2

EB-1: SemiAnalysis - Transcript - Part 2

Dylan Patel analyzes OpenAI's potential $7 trillion chip investment and its implications for the AI industry.

Part 3

EB-1: SemiAnalysis - Transcript - Part 3

Dylan Patel explains the complexities of ASML's EUV technology and the challenges of chip manufacturing.

Background

Dylan is one of the best-informed people in AI and semiconductors, and responsible for several of the major stories in the field over the last year, such as:

  • The GPU Rich/GPU Poor meme

  • Google Has No Moat memo

  • Breaking the comprehensive details of the GPT-4 architecture

Ate first met Dylan through false accusations:

Which Dylan easily refuted:

And hence began a curmudgeonly relationship of tweets and secret DMs (the best kind). Which naturally let to this pod.

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