AI Backlash Intensifies as Data Centers Become Political Lightning Rods The anti-AI conversation is "somehow getting dumber and more productive at the same time." This week captured both sides of…
Dylan Patel — Podcast Appearances & AI Summaries
Dylan Patel has appeared on 5 podcast episodes in our AI-summarized catalog, including The AI Daily Brief: Artificial Intelligence News and Analysis, Training Data, Invest Like the Best with Patrick O'Shaughnessy. Every appearance below has a free 5-minute AI summary.
Episode appearances
5 
Why Hardware-Software Co-Design Is AI's Real 100x Dylan Patel started SemiAnalysis on his 24th birthday, posting two blog posts that were "the best stuff you could find on the internet about…
This week in AI felt different. Not because of any single breakthrough, but because the entire ecosystem—business models, market reactions, government policy, and product design—collectively…
In late 2024, Dylan Patel’s firm, SemiAnalysis, was spending tens of thousands of dollars a year on AI. By early 2025, that figure had exploded to a $7 million annual run rate—over 25% of the…
The Semiconductor Bottleneck That Will Define AI's Next Decade In 2023, a single gigawatt of AI compute required roughly 3.5 EUV lithography machines from ASML. Those machines cost about $1.2…
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