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2min chapter
Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works
Dwarkesh Podcast
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode