Ep. 25 - DYLAN IS HERE, LIVE! | Dylan Patel & Jordan Nanos

from SemiAnalysis Weekly · host Jordan Nanos, Doug O'Laughlin

Dylan joins the pod today, recorded live from our SF office. Jordan and Dylan discuss SemiAnalysis's AI spend, the model that escaped during training, AI rollups eating private equity, new accelerators vs NVIDIA, and whether the pod gives away too much information for free.0:00 Cold Open5:25 SA AI Spend9:29 AI Performance Reviews10:40 AI Rollups13:47 The Agent Moment15:28 The Escaped Model18:11 Model Exponential22:52 Compute and Chips30:18 Open Models32:00 ADHD and AI

Episode metadata supplied by the publisher feed · Published Aug 17, 2026

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Ep. 25 - DYLAN IS HERE, LIVE! | Dylan Patel & Jordan Nanos

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