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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 li ... 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
Oct 24
NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage
(0:00) Bestie intros! (1:02) CA Billionaire Tax (17:00) Major NBA gambling scandal (29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans (49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists" (1:03:54) Study shows AI bias Follow the b ... Show More
1h 24m
Dec 2021
34: Square Becomes BLOCK, Future Of Twitter, Web 3 Music + Jack Dorsey Appreciation
<p>Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.</p><br><p>Watch + Subscribe on YouTube:</p><p><a href="https://youtu.be/NXaMlZvbGLk" rel="noopener noreferrer" target="_blank">h ... Show More
1h 17m