AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner

<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing &amp; capitalism. This week they are joined by Dylan Patel, Founder &amp; Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google&#39;s AI workload, NVIDIA&#39;s competitive edge, the shift to GPUs in data centers, the challenges of scaling AI pre-training, synthetic data generation, hyperscaler capital expenditures, the paradox of building bigger clusters despite claims that pretraining is obsolete, inference-time compute, NVIDIA&#39;s comparison to Cisco, evolving memory technology, chip competition, future predictions, &amp; more. Enjoy another episode of BG2!</p><p><br></p><p><strong>Timestamps:</strong></p><p>(00:00) Intro</p><p>(01:50) Dylan Patel Backstory</p><p>(02:36) SemiAnalysis Backstory</p><p>(04:18) Google&#39;s AI Workload</p><p>(06:58) NVIDIA&#39;s Edge</p><p>(10:59) NVIDIA&#39;s Incremental Differentiation</p><p>(13:12) Potential Vulnerabilities for ...