SemiAnalysis
An analysis firm whose posts on the AI inference market were discussed, with one specific post by Dylan Patel mentioned.
Every podcast mention of SemiAnalysis in one pod.
8 videos. Track how it's discussed, by whom, and what experts actually think.
Common Themes
Videos Mentioning SemiAnalysis
Building an open AI company - with Ce and Vipul of Together AI
Latent Space
An analysis firm whose posts on the AI inference market were discussed, with one specific post by Dylan Patel mentioned.
NVIDIA CEO Jensen Huang GTC 2026 Full Keynote
Yahoo Finance
A research firm whose report confirmed NVIDIA's inference performance claims for Grace Blackwell NVLink 72, with analyst Dylan Patel even accusing Jensen Huang of 'sandbagging' due to exceeding expectations.
The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Latent Space
A firm that Dylan Patel authors a popular blog for, covering semiconductors and AI.
CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
All-In Podcast
A publication or research firm that reported Anthropic and OpenAI are consuming 60% of all projected compute available globally for the next year.
Which GPU Clouds Are Actually Good? | ClusterMAX 3.0
Latent Space
An organization that Jordan joined and where the Cluster Max project originated. They are known for their market analysis and financial models.
‘We may release models we can’t control’: Amodei, Altman … and Gemini Carbon
AI Explained
An AI analysis firm whose previous assessment of Google DeepMind as no longer a leading lab is revisited, followed by an apology after Gemini Carbon's performance.
Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What’s Next for Trump
All-In Podcast
Analyst firm that highlighted the risk of unfinished data center projects due to permit issues.
The Man Who Calls BS On AI: They’re LYING About AI, 2027 Is When It All Breaks! | Ed Zitron
The Diary Of A CEO
An analyst group that exposed the hidden costs of AI subscriptions, revealing how much more users actually burn in tokens than they pay.