SemiAnalysis Weekly/
Ep. 25 - DYLAN IS HERE, LIVE! | Dylan Patel & Jordan Nanos
Dylan Patel and Jordan Nanos discuss how SemiAnalysis is actually using AI internally, arguing that spend has flattened after an early surge while new agentic workflows could trigger another step-up. They also cover AI rollups, model-safety failures, model release delays, inference economics, and why alternative accelerators may pressure incumbents without taking the bulk of revenue.
