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02:30:45 Interviews8 months ago Dylan Patel — The Single Biggest Bottleneck to Scaling AI Compute Dylan Patel, CEO of semiconductor research firm SemiAnalysis, joins Dwarkesh Patel to deliver one of the most data-dense analyses ava... 0 comments 184.8K views
02:07:40 Interviews8 months ago Claude Code for Finance + The Global Memory Shortage: Doug O’Laughlin, SemiAnalysis Doug O'Laughlin, founder of SemiAnalysis and one of the semiconductor industry's most-followed independent research analysts, joins L... 0 comments 7K views