Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute

Dylan Patel, founder of SemiAnalysis, provides a deep dive into the 3 big bottlenecks to scaling AI compute: logic, memory, and power.And walks through the economics of labs, hyperscalers, foundries, and fab equipment manufacturers.Learned a ton about every single level of the stack. Enjoy!Watch on YouTube; listen on Apple Podcasts or Spotify.SponsorsMercury has already saved me a bunch of time this tax season. Last year, I used Mercury to request W-9s from all the contractors I worked with. The...