All episodes
SCOUT· 35%2h 30m·2026-03-13·Interviews
SCOUT· 35%2h 30m·2026-03-13·InterviewsDylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute
Dwarkesh Podcast
Dylan Patel, founder of SemiAnalysis, provides a deep dive into the 3 big bottlenecks to scaling AI compute: logic, memory, and power. And walks through the economics of labs, hyperscalers, foundries, and fab equipment manufacturers. Learned a ton about every single level of the stack. Enjoy! Watch on YouTube; read…
Buzzmeter · cross-platform
35%
SCOUT
Scout bees are checking it out — divided opinions, the swarm hasn't committed.
Hive Vote · Skep listeners
New on SkepAwaiting the hive's first votes
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
Recent reviews
- No reviews yet — be the first.
More from Dwarkesh Podcast
See all episodes →
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.