SemiAnalysis, every mention
4 scenes · ← back to SemiAnalysis
tap a year for its mentions
every year anyone Nathan Benaich 1Matt Turck 1Ivan Borzin 1Dylan Patel 1
Verbatim, from the transcripts: the passages where SemiAnalysis comes up
The Agent Harness: Building Secure Sandboxes for Autonomous AI Workloads
- ▶ 1:01:22 Ivan Borzin So one of your former guests and was at our conference, Dylan Patel, like semi analysis, they wrote the report and I believe it's somewhere like October.
Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- ▶ 0:38 Matt Turck Dylan Patel of Semi-Analysis.
- ▶ 1:12:09 Dylan Patel And so now we're trying to force everyone in my company.
State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital
- ▶ 49:57 Nathan Benaich Um, but I think if you're interested in semiconductors, like Dylan Patel at Semi-Analysis does, like, a pretty epic job of diving into exactly what the hell is happening here, and the kind of big industry dynamics.