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Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works

Dwarkesh Podcast

CHAPTER

Navigating the Complexities of Semiconductors and AI Infrastructure

This chapter explores the complexities of the global semiconductor supply chain and its parallels with global payment systems. It highlights the role of services like Stripe in simplifying transactions while discussing the challenges of launching an AI lab and securing vital computational resources for research.

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