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20min chapter
Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works
Dwarkesh Podcast
Navigating Semiconductor Complexities
This chapter discusses the intricate landscape of the semiconductor industry, contrasting it with the more accessible realm of artificial intelligence. It emphasizes the educational demands and specialized knowledge necessary for semiconductor roles, while highlighting the historical context and information challenges that affect innovation. The dialogue also explores the future potential of the industry, the impact of AI on design processes, and the evolving architectural differences in AI models between China and the U.S.
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Discover
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