Analysis of TSMC: The most important company in the world | Lex Fridman Podcast

Lex Fridman Podcast full episode:    • DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC...  
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GUEST BIO:
Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects.

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Nathan's Podcast: https://www.interconnects.ai/podcast
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