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2min chapter
Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works
Dwarkesh Podcast
Navigating the Complexity of Semiconductor Supply and AI Compute
This chapter explores the complexities of the global semiconductor supply chain alongside the intricacies of global payment systems, illustrating how companies like Stripe streamline payment processing for diverse regions. It also discusses the strategic considerations for establishing an AI lab, including compute needs and data center access for research advancements.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode