
How Peter Lynch Became The Greatest Fund Manager Of All Time
10 Oct 2025
56m

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In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Dylan Patel, the founder and CEO of Semianalysis, about the industrial build-out powering AI. They discuss the strategic dynamics between OpenAI, Nvidia, and Oracle, the diminishing returns on compute, and the challenges of inference and tokenomi...


















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