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Feb 2025
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects. Thank you for lis ... Show More
5h 16m
Apr 2025
Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
(0:00) The Besties welcome Tim Dillon! (6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities (28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's tax-exempt status away (57:04) Holl ... Show More
1h 38m
Dec 2021
34: Square Becomes BLOCK, Future Of Twitter, Web 3 Music + Jack Dorsey Appreciation
Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Watch + Subscribe on YouTube:https://youtu.be/NXaMlZvbGLk
Listen into our group chat on Telegram:https://t.me/notinvestmentadvice
Let u ... Show More
1h 17m
Sep 9
Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
(0:00) Introducing Palantir CEO Alex Karp (1:10) Understanding Palantir's fans and haters (8:40) Palantir’s work at the border, data collection and surveillance, built-in protections (20:02) Israel/Palestine (22:23) Is the West committing suicide? (30:54) Antisemitism (31:52) Chi ... Show More
40m 14s