What would it take to challenge Nvidia? SemiAnalysis Founder and CEO Dylan Patel joins Sarah Guo to answer this and other topical questions around the current state of AI infrastructure. Together, they explore why Dylan loves Android products, predictions around OpenAI’s open source model, and what the landscape of neoclouds looks like. They also discuss Dylan’s thoughts on bottlenecks for expanding AI infrastructure and exporting American AI technologies. Plus, we find out what question Dylan would ask Mark Zuckerberg. 

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Chapters:

00:00 – Dylan Patel Introduction

00:31 – Dylan’s Love for Android Products

02:10 – Predictions About OpenAI’s Open Source Model

06:50 – Implications of an American Open Source Model for the Application Ecosystem

10:48 – Evolution of Neoclouds

17:26 – What It Would Take to Challenge Nvidia

27:43 – What Would an Nvidia Challenger Look Like?

28:18 – Understanding Operational and Power Constraints for Data Centers

34:48 – Dylan’s View on the American Stack

43:01 – What Dylan Would Ask Mark Zuckerberg

44:22 – Poker and AI Entrepreneurship

46:51 – Conclusion