🌟 [ 2 ] @Asianometry & Dylan Patel – How the Semiconductor Industry Actually Works [ @ ]
( 30393 viewed : 1372 like : 220 comments ) Dylan Patel runs Semianalysis, the leading publication and research firm on AI hardware: [ 🔗 Click here 🌐 ‼️ ] Y runs @Asianometry, the world’s best YouTube channel on semiconductors and business history.
Transcript: [ 🔗 Click here 🌐 ‼️ ] Podcasts: [ 🔗 Click here 🌐 ‼️ ] [ 🔗 Click here 🌐 ‼️ ] on Twitter: [ 🔗 Click here 🌐 ‼️ ] Jane Street is looking to hire their next generation of leaders. Their deep learning team is looking for FPGA programmers, CUDA programmers, and ML researchers. To learn more about their full time roles, internship, tech podcast, and upcoming Kaggle competition, go here: [ 🔗 Click here 🌐 ‼️ ] Stripe builds financial infrastructure for the internet. Millions of companies from Anthropic to Amazon use Stripe to accept payments, automate financial processes and grow their revenue. Learn more here: [ 🔗 Click here 🌐 ‼️ ] – Xi’s path to AGI
0:05:05 – Liang Mong Song
0:09:10 – How semiconductors get better
0:12:01 – China can centralize compute
0:19:35 – Export controls & sanctions
0:33:36 – Huawei’s intense culture
0:39:36 – Why the semiconductor industry is so stratified
0:41:43 – N2 should not exist
0:46:38 – Taiwan invasion hypothetical
0:50:06 – Mind-boggling complexity of semiconductors
0:59:58 – Chip architecture design
1:05:21 – Architectures lead to different AI models? China vs. US
1:10:57 – Being head of compute at an AI lab
1:17:09 – Scaling costs and power demand
1:37:50 – Are we financing an AI bubble?
01:51:05 – Starting Asianometry and SemiAnalysis
02:06:55 – Opportunities in the semiconductor stack
If you’re interested in advertising on the podcast: [ 🔗 Click here 🌐 ‼️ ] [ 2024-10-02T14:59:36Z ] :flashminiupdate:2024-10-03 :::: Check it out >> [ 🔗 Click here 🌐 ‼️ ]
[ 2D ] @Asianometry & Dylan Patel – How the Semiconductor Industry Actually Works How [1]
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@Asianometry & Dylan Patel – How the Semiconductor Industry Actually Works
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