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 Watch on YouTube. Listen on Apple Podcasts, Spotify, or any other podcast platform. Read the full transcript here. Follow me on Twitter for updates on future episodes. Sponsors: * 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. * This episode is brought to you by Stripe, financial infrastructure for the internet. Millions of companies from Anthropic to Amazon use Stripe to accept payments, automate financial processes and grow their revenue. If you’re interested in advertising on the podcast, check out this page. Timestamps

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