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SemiAnalysis + Asianometry on the AI Mandate of Heaven
Dylan Patel and Doug O'Laughlin (SemiAnalysis), Jon from Asianometry and I have way too much fun talking hyperscaler capex, the AI mandate of heaven tier list, and Tim Cook succession plans.
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By Jordan Schneider
4.6
2121 ratings
Dylan Patel and Doug O'Laughlin (SemiAnalysis), Jon from Asianometry and I have way too much fun talking hyperscaler capex, the AI mandate of heaven tier list, and Tim Cook succession plans.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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