Invest Like the Best with Patrick O'Shaughnessy cover image

Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Invest Like the Best with Patrick O'Shaughnessy

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Hardware Bottlenecks Worth Targeting (Power, Networking, Memory)

Dylan names promising hardware areas: power delivery, networking, optics, and world models for simulation-driven hardware R&D.

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