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13min chapter
Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works
Dwarkesh Podcast
Investing in AI: Risks and Rewards
This chapter explores the financial strategies of a major tech company as it invests heavily in AI initiatives amidst significant credit risks. It analyzes the competitive landscape of the semiconductor industry and likens the potential of AI investments to the smartphone market's explosive growth. The discussion also reflects on historical investment cycles and the psychological factors influencing tech leaders' decisions in a high-stakes environment.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode