Results for "SemiAnalysis"
Keyword scan across titles, descriptions, summaries, and tags. For interview listings, try Guest appearances.
8 results
Episodes
StandardSummaries onlyDylan Patel - Inside the Trillion-Dollar AI Buildout
Invest Like the Best with Patrick O'Shaughnessy· Sep 30, 2025
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data c…
openaiinvesting
StandardSummaries onlyInside Anthropic’s trillion-dollar AI gamble
Decoder with Nilay Patel· Oct 29, 2026
Today, I’m joined by Joey Brookhart, an analyst at the chip and AI research firm SemiAnalysis, to help me dig into the story inside the massive Anthropic IPO filing. This isn’t just about a single company’s financials, o…
anthropic
Intelligent ReportLe Chonk
Tech Brew Ride Home· Oct 6, 2026
Reflection's Beam challenges Chinese AI labs, Anthropic subscriptions crush OpenAI's value, Meta and Microsoft cut Claude spending, Mistral drops a 1T parameter model, and ChatGPT forges New Yorker cartoonist signatures.
openaianthropicmistralagents
StandardSummaries onlyCan Anyone Catch NVIDIA? | The Future of Chips and Infrastructure
The a16z Show· Jul 15, 2026
As part of our summer replay series, we're revisiting one of our favorite conversations on the future of AI infrastructure. SemiAnalysis founder Dylan Patel joins Erin Price-Wright, Guido Appenzeller, and Erik Torenberg …
ai- StandardSummaries only
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints
Invest Like the Best with Patrick O'Shaughnessy· Apr 23, 2026
This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and dema…
anthropicinvesting 
StandardSummaries only#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Lex Fridman Podcast· Feb 3, 2025
Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the au…
openaisocietyculture
StandardSummaries onlyAnthropic's S-1, Samsung Controversy, IGTV | Doug O'Laughlin & Joey Brookhart, Andre Haddad, David Faugno, Mark Swan, Chanda A. Bell & Christa Pitts, Ivan Zhang & Luisa San Martin
TBPN· Oct 26, 2026
(01:17) - Anthropic's S-1 (28:45) - Agents Break into Anthropic's Systems (34:51) - Cohere Model Attempts Unexpected Action (44:25) - Samsung Controversy (50:57) - 𝕏 Timeline Reactions (51:00) - IGTV (01:05:54) - Doug O…
anthropic
StandardSummaries onlyClaude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
Latent Space: The AI Engineer Podcast· Feb 24, 2026
This is a free preview of a paid episode. To hear more, visit www.latent.spaceFirst speakers for AIE Europe and AIEi Miami have been announced. If you’re in Asia/Aus, come by Singapore and Melbourne. AI Engineering is go…
anthropic