podcast

Dwarkesh Patel

host · unknown

episodes

6

mentions

55

tickers

27

net sentiment

64%

tickers discussed · 27

$NVDA×11$GOOGL×5$ASML×4$ANTHROPIC×4$TSM×4$OPENAI×4$MATX×2$MSFT×2$SPCX$INTC$CURSOR$META

+ 15 more ▾

$000660.KS$DEEPSEEK$MU$NSCALE$SNPS$HUAWEI$NBIS$LITE$GROQ$COHR$AMD$AVGO$CRWV$CDNS$AMZN

guests & speakers · 6

dwarkesh patel alex imas phil trammell reiner pope jensen huang leopold aschenbrenner

episodes · 6

Why compute prices might 10x as AI gets smarter

Why compute prices might 10x as AI gets smarter11 insights

2026-08-03 · Google paying $900M/month for 110K GPUs from SpaceX at 2x spot price

The better AI gets, the smaller its share of the economy might get – Alex Imas and Phil Trammell

The better AI gets, the smaller its share of the economy might get – Alex Imas and Phil Trammell8 insights

2026-06-04 · H100 rental costs rising despite compute abundance: demand outpaces supply

Chip design from the bottom up – Reiner Pope

Chip design from the bottom up – Reiner Pope3 insights

2026-05-22 · Dwarkesh discloses angel investment in MatX; CEO reveals splittable systolic array archit…

How GPT, Claude, and Gemini are actually trained and served – Reiner Pope

How GPT, Claude, and Gemini are actually trained and served – Reiner Pope4 insights

2026-04-29 · DeepSeek's fine-grained MoE and sparse attention are architectural breakthroughs

Jensen Huang – Will Nvidia’s moat persist?

Jensen Huang – Will Nvidia’s moat persist?22 insights

2026-04-15 · Huang: Nvidia invested $30B in OpenAI; regrets not investing earlier in Anthropic

Leopold Aschenbrenner - 2027 AGI, China/US super-intelligence race, and the return of history

Leopold Aschenbrenner - 2027 AGI, China/US super-intelligence race, and the return of history7 insights

2024-06-04 · TSMC enters the AI sweet spot as exposure turns material