Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.469]
This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and demand of tokens. On demand, Dylan describes something completely explosive. He explains why the…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
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.
- No reviews yet — be the first.
More from Invest Like the Best with Patrick O'Shaughnessy
See all episodes →
Ramtin Naimi - The State of Venture - [Invest Like the Best, EP.499]
Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal - [Invest Like the Best, EP.498]
Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Similar episodes from other shows
More like Invest Like the Best with Patrick O'Shaughnessy →
Dylan Patel: GPT-5, NVIDIA, Intel, Meta, Apple
Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
55%AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.