Dylan Patel of SemiAnalysis on the $200B AI CapEx, Chip Wars, and Why Google Might Have No Profits in 2027 - In-Context Cooking

Dylan and Allen discuss endgame scenarios for Taiwan-China relations while preparing fried rice. They consider a status quo where no major event occurs, an option where Taiwan more stringently claims independence (seen as potentially causing China to act more aggressively), and another scenario where Taiwan politically moves closer to China.

Read the full article at Latent Space

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