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Semianalysis

Mentioned in 2 analyzed podcast episodes across 2 shows

Mentioned On

Invest Like the Best with Patrick O'Shaughnessy TBPN

Episode Mentions

Invest Like the Best with Patrick O'Shaughnessy

Invest Like the Best with Patrick O'Shaughnessy · Apr 23, 2026

Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]

“Dylan Patel's firm tracking semiconductor supply chain and AI infrastructure; scaled AI spend from $10K to $7M annually as case study”

Token Economics and Pricing ModelsFrontier Model Capabilities and BenchmarksSemiconductor Supply Chain Constraints

TBPN · Jan 9, 2026

a16z’s $15B Raise, Tim Cook Exit Rumors, Meta Goes Nuclear | Ben Horowitz, David George, Alex Rampell, Jen Kha, Jeremie Eliahou

Venture Capital FundraisingAI Infrastructure and Power RequirementsData Center Construction and Design