Invest Like the Best with Patrick O'Shaughnessy — Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

SCOUT· 62%1h 59m·2025-09-30·Money

Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Invest Like the Best with Patrick O'Shaughnessy · 442

My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our…

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Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

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