The Costs and Options for AI Companies to Buy or Rent Hardware

Jon Y is the creator of the Asianometry YouTube channel and accompanying newsletter. He describes his channel as making "video essays on business, economics, and history. Sometimes about Asia, but not always."

You can see more links and a full transcript at hearthisidea.com/episodes/asianometry

In this episode we talk about:

• Compute trends driving recent progress in Artificial Intelligence;
• The semiconductor supply chain and its geopolitics;
• The buzz around LK-99 and superconductivity.

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