Episode Details
| Title | Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works |
|---|---|
| Date | 10/2/2024 |
| Podcast | Dwarkesh Podcast ↗ |
Key Insights
Bullish:
- 🟢 $OPENAI - OpenAI is expected to raise significant capital due to its technological advancements, cost-efficiency, and potential for scaling. The company's GPT-4 model is seen as highly efficient and cost-effective, positioning OpenAI for substantial future growth and fundraising opportunities.
- “I truly believe from, like, how amazing 4 o is, how small it is relative to 4. The cost of it is so insanely cheap. It's much cheaper than the API prices lead you to believe, and you're like, oh, what if you just make a big one? It's, like, very clear what's gonna happen to me on the next jump that they can then raise this money, and they can raise this capital from the world.” - Dylan (1:38:00)
- “Sam's gonna raise 50 to a $100,000,000,000 because he's telling people he's gonna raise this much.” - Dylan (1:34:04)
- 🟢 $AICOMPUTE - 🔒
- 🟢 $MSFT - 🔒
- 🟢 $TECH - 🔒
- 🟢 $TSMC - 🔒
- 🟢 $NVDA - 🔒
- 🟢 $POWERGRID - 🔒
- 🟢 $MEMORY - 🔒