SemiAnalysis Founder Podcast: Breaking Down AI Compute Spending and Gemini Secrets
himanshustwts · x · 2026-08-18
SemiAnalysis founder Dylan Patel joined a podcast for an in-depth look at the state of the industry.
- SemiAnalysis AI Spend: Discussed how to track and analyze the tech giants' massive AI compute spending, revealing the real data behind the supply chain.
- Google Gemini: Shared an insider's perspective and analysis on the Gemini model's progress and Google's strategic shifts.
- Other topics: Covered the competitive landscape and personal takes on anime and other cultural interests. The episode has been praised by listeners for its exceptionally high information density.
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