Dwarkesh Interviews Dylan Patel on Where AI's Billions Actually Go
Dwarkesh Patel · youtube · 2026-09-11
Dwarkesh Patel releases a long-form interview with SemiAnalysis founder Dylan Patel dissecting where AI's massive capital actually flows.
- Breaks down capex across training clusters, data centers, power, and the chip supply chain
- Discusses frontier labs' burn rates vs. revenue gaps and the economics of GPU leasing
- Covers whether scaling continues, infrastructure ROI, and bubble risk
A useful panoramic view of the AI compute economy.
More from Venture
- Analog Devices to acquire edge-AI chipmaker Alif Semiconductor for $1.35B — arifj · 2026-09-11
- YC Demo Day startup touts ultra-pure diamond wafers for data centers, $160M in LOIs — ycombinator · 2026-09-11
- Ramp data: top-spending firms' AI spend per employee fell 10% to $7.2K in August — Mountain-Youth7399 · 2026-09-11
- a16z: AI cracks open the $1T employer health insurance market after decades of lock-in — julesyoo · 2026-09-11
- Automattic Board Ousts Founder Mullenweg as CEO; Valuation Down 83% to $1.2B — VeryWellVersed · 2026-09-11
- Skild AI's S1 robot model learns new tasks from a single video, hits $100M ARR in 10 months — deepakpathak · 2026-09-11