Episode Details
| Title | @Asianometry & Dylan Patel — How the semiconductor industry actually works |
|---|---|
| Date | 10/2/2024 |
| Podcast | Dwarkesh Podcast ↗ |
Key Insights
Bullish:
- 🟢 $AI - Strong belief in the potential of next-generation AI models, which are expected to be more capable and cost-effective than current models, leading to significant economic potential and investment opportunities in the AI sector.
- “I truly believe from, like, how amazing four o is, how small it is relative to four. The cost of it is so insanely cheap. It's much cheaper than the API prices lead you to believe. 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 (1:38:23)
- 🟢 $NVDA - 🔒
- 🟢 $MSFT - 🔒
- 🟢 $AICOMPUTE - 🔒
- 🟢 $TSM - 🔒
- 🟢 $LUMN - 🔒
- 🟢 $SEMIS - 🔒
- 🟢 $MEMORY - 🔒
- 🟢 $DATACENTER - 🔒
- 🟢 $POWERGRID - 🔒
- 🟢 $INDUSTRIALS - 🔒
Bearish:
- 🔻 $AI - 🔒