Dylan Patel: GPT-5, NVIDIA, Intel, Meta, Apple

The podcast features Dylan Patel, Erin Price-Wright, and Guido Appenzeller discussing AI hardware, chips, and infrastructure. They delve into topics such as the capabilities of GPT-5, NVIDIA's dominance and potential threats from custom silicon, the economics of AI models, and the challenges and opportunities for companies like OpenAI, Google, Intel, and others in the AI landscape. The conversation covers the value capture problem in AI, the importance of infrastructure and power, and strategic advice for key players in the tech industry.