My takes on Dwakesh's chip questions - by AJ Kourabi

If you like a podcast enough you can just invite yourself!

I thoroughly enjoyed listening to the most recent Dwarkesh podcast episode, where he interviewed Jon Y from Asianometry and Dylan Patel from SemiAnalysis. I learned a lot! I thought I would give my own take to some of the questions he asked, having the benefit of graphs, links, and being able to Google something. Of course, I do not mean to say my takes are better than Dylan or Jon’s. Indeed a huge chunk of what I know I owe to Asianometry’s videos and SemiAnalysis’ posts. This is going to be less tight and more off the cuff than the average post I want to make here, but what is the point…

related reading

• My takes on Dwarkesh's chip questionschipchatter.substack.com
• Chip design from the bottom up – Reiner Popeyoutube.com
• Jon Y (Asianometry) on Problems And Progress in Semiconductor Manufacturing - Hear This Ideahearthisidea.com
• How to Build a $20 Billion Semiconductor Fabconstruction-physics.com
• Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI computedwarkesh.com
• What will computer chips look like in 2045?youtube.com
• Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysisyoutube.com
• Deep Dive: Building an American TSMC | Contrary Researchresearch.contrary.com
• Semiconductors and YouTube: A Chat with Jon from Asianometry | #43youtube.com
• Chips and China – Stratechery by Ben Thompsonstratechery.com
• The Insane Complexity of the Semiconductor Global Supply Chainyoutube.com
• On Dwarkesh Patel's Podcast With Nvidia CEO Jensen Huangthezvi.substack.com