Dylan Patel, the founder and CEO of Semianalysis, and Shahin Farshchi, partner at Lux Capital, dive into the fascinating future of AI and compute. They discuss the implications of GPT-5 on AGI and user applications, questioning if efficiency is overshadowing quality. The team explores the rise of super apps and innovative monetization models, reflecting on how they could reshape consumer tech. Additionally, the complexities of the semiconductor landscape are highlighted, especially in light of geopolitical tensions affecting supply chains.
