Dylan Patel: evaluation

Transcript context

…Let's get a quick lightning round on semi-analysis branded one. So the first one is what are like foundational readings that people that are listening today should read to get up to speed on like semis? I think the easiest one is the PyTorch 2.0 and Triton one that I did. You know, there's the advanced packaging series. There's the Google infrastructure supremacy piece. I think that one's really critical because it explains Google's infrastructure quite a bit from networking through chips, through all that sort of history of the TPU a little bit. Maybe like AMD's MI300 piece, it talks a lot about the one that we did on that are very good. And then obviously like, you know, like, I don't know, probably like Chip Wars by Chris Miller who doesn't recommend that book, right? It's a really good book, right? I mean, like I would say Gordon Moore's book is freaking awesome because you got to think about right, like, you know, LLM scaling laws are like Moore's law on crack, right? Kind of like, you know, in a different sense, like, you know, if you think about all of human productivity gains since the 70s is probably just off of the base of semiconductors and technology, right? Of course, of course, people across the world are getting, you know, access to oil and gas and all this sort of stuff. But like, at least in the Western world, since the 70s, everything has just been mostly innovated because of technology, right? Oh, we're able to build better cars because semiconductors enable us to do that. Or be able to build better software because we're able to connect everyone because semiconductors enabled that, right? That is like, I think that's why it's the most important industry in the world. But like seeing the frame of mind of what Gordon Moore has written, you know, he's got a couple, you know, papers, books, et cetera, right? Only the paranoid survive, right? Like I think, I think like that philosophy and thought process really translates to the now modern times, except maybe, you know, humanity has been an exponential S-curve and this is like another exponential S-curve on top of that. So I think that's probably a good, good readings to do. Has there been an equivalent pivot? So Gordon, like that classic tale was more of like the pivot to memory.…

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