This episode of Invest Like The Best features a conversation between Patrick O'Shaughnessy and Dylan Patel, CEO of Semianalysis, focusing on the industrial build-out powering AI. They discuss the strategic dynamics between major players like OpenAI, Nvidia, and Oracle, the capital expenditures required for compute, and the diminishing returns on model capabilities. Patel shares his insights on tokenomics, the growth of inference token demand, and the challenges of serving users with current hardware limitations. The conversation explores the future of AI development, including reinforcement learning, the importance of environments, and the potential for AI to automate tasks and transform industries. They also touch on the US-China competition in AI, the talent wars, and the power dynamics within the AI ecosystem, including the potential for overbuilding and the changing economics of software.
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