FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI

The discussion centers on the future of AI, data centers, and the semiconductor industry, weighing the constraints of energy versus TSMC's fabrication capacity. Dylan Patel shares insights on NVIDIA's shift in strategy following the GROK acquisition, Google's diverging TPU roadmap, and the potential for multi-data center training. The conversation explores whether China should be sold AI models or chips, and the implications of pushing China too far. Patel also touches on Meta's AI strategy, including their licensing of MidJourney's models and their pursuit of smaller compute clusters. The group debates the potential for AI startup revenue to reach $100 billion, and the irrational exuberance surrounding AI's economic impact.