What would it take to challenge Nvidia? SemiAnalysis Founder and CEO Dylan Patel joins Sarah Guo to answer this and other topical questions around the current state of AI infrastructure. Together, they explore why Dylan loves Android products, predictions around OpenAI’s open source model, and what the landscape of neoclouds looks like. They also discuss Dylan’s thoughts on bottlenecks for expanding AI infrastructure and exporting American AI technologies. Plus, we find out what question Dylan would ask Mark Zuckerberg.
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Chapters:
00:00 – Dylan Patel Introduction
00:31 – Dylan’s Love for Android Products
02:10 – Predictions About OpenAI’s Open Source Model
06:50 – Implications of an American Open Source Model for the Application Ecosystem
10:48 – Evolution of Neoclouds
17:26 – What It Would Take to Challenge Nvidia
27:43 – What Would an Nvidia Challenger Look Like?
28:18 – Understanding Operational and Power Constraints for Data Centers
34:48 – Dylan’s View on the American Stack
43:01 – What Dylan Would Ask Mark Zuckerberg
44:22 – Poker and AI Entrepreneurship
46:51 – Conclusion
