Dylan Patel on The Growing Important of Semiconductors in AI
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Dylan Patel and @Ate-A-Pi discuss the semiconductor industry, AI, and the future of the internet.
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(00:00) Introduction and background
(01:56) Knowledge of the semiconductor sector
(08:14) The role of creators in the new internet
(12:36) On impact of AI and Neuralink
(20:30) Wow moments in AI
(27:51) The $7 trillion news
(36:18) Discussing the cost of training GPT models
(48:29) Competition in the AI hardware market
(56:56) Nvidia's strategy to stay ahead
(01:03:02) The need for timely purchases in AI
(01:07:00) The engineering marvel of semiconductor manufacturing
(01:11:46) Efficiency and cost reduction in semiconductor manufacturing
(01:20:56) Defining Artificial General Intelligence (AGI)
(01:21:16) Predictions on the achievements of AGI
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