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SCOUT· 55%1h 29m·2024-12-23·Technology
SCOUT· 55%1h 29m·2024-12-23·TechnologyAI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · 23
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google's AI workload, NVIDIA's competitive edge, the shift to GPUs in data centers,…
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