In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Dylan Patel, the founder and CEO of Semianalysis, about the semiconductor supply chain and AI infrastructure. They discuss the strategic dynamics between OpenAI, Nvidia, and Oracle, the diminishing returns on compute, and the growth of demand for inference tokens. Patel shares his insights on the talent wars in AI, the power dynamics in the ecosystem, and the competition between the US and China in AI development. He also touches on the challenges and opportunities in building AI infrastructure, the importance of reinforcement learning, and the potential for AI to transform various industries.
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