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13min chapter
Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works
Dwarkesh Podcast
Investing in AI: Risks and Rewards
This chapter explores the financial strategies driving major tech investments, with a focus on Microsoft's collaboration with OpenAI. It discusses the implications of heavy capital expenditures on the semiconductor industry and the anticipated growth of AI technologies, drawing parallels with historical tech bubbles. By examining the complex interplay between investment decisions and market dynamics, it highlights both the psychological and financial challenges of committing to AI development.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode