Most silliest, funniest, unexpected podcast by the usually tempered #DwarkeshPatel
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#DylanPatel https://www.semianalysis.com/
#JonY https://www.asianometry.com/

On the many #ChipFoundries insights
#hyperscalers financials
#datacenters #ESG compliances
#TSMC #ASML competition
#US #CN export wars
#Bitcoin #GW records vs #AI forecasts
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how complex, complicated, specialized are the design, validation, and production of chip fabric knowledge crafts
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#windowsXP old #techdev software

https://youtu.be/pE3KKUKXcTM