@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.

Dylan Patel runs Semianalysis, the leading publication and research firm on AI hardware. Jon Y runs Asianometry, the world’s best YouTube channel on semiconductors and business history.

* What Xi would do if he became scaling pilled

* $ 1T+ in datacenter buildout by end of decade

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Timestamps

00:00:00 – Xi's path to AGI

00:04:20 – Liang Mong Song

00:08:25 – How semiconductors get better

00:11:16 – China can centralize compute

00:18:50 – Export controls & sanctions

00:32:51 – Huawei's intense culture

00:38:51 – Why the semiconductor industry is so stratified

00:40:58 – N2 should not exist

00:45:53 – Taiwan invasion hypothetical

00:49:21 – Mind-boggling complexity of semiconductors

00:59:13 – Chip architecture design

01:04:36 – Architectures lead to different AI models? China vs. US

01:10:12 – Being head of compute at an AI lab

01:16:24 – Scaling costs and power demand

01:37:05 – Are we financing an AI bubble?

01:50:20 – Starting Asianometry and SemiAnalysis

02:06:10 – Opportunities in the semiconductor stack

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