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