The Semiconductor Landscape: Tech and Geopolitics

The launch of OpenAI’s GPT-5 has ushered in a panoply of views on the future of AGI and end-user applications. Does the platform’s aggressive router presage a future of lobotomized AI responses driven more by compute efficiency than quality? Will new chip models be able to make up the difference? And how will OpenAI, which recently hired Fidji Simo from Instacart to become CEO of Applications, expand its revenue beyond API calls and consumer subscriptions?These are huge questions which will ricochet throughout the tech economy. Thankfully, we have a veteran hand this week to go over it with us in the form of Dylan Patel, founder, CEO, and chief analyst of Semianalysis. He’s the guru everyone reads (and listens to), covering the intricacies of chips and compute for a readership of hundreds of thousands of subscribers.Joining host Danny Crichton as well as Lux’s Shahin Farshchi and Michelle Fang, the quartet discuss the questions above plus how Mark Zuckerberg is transitioning Meta Reality Labs, the hopes and dreams of new chip startups, the future of AI workloads, and finally, Intel after the U.S. government’s purchase of 10% of its shares.