Speakers in the public record
Claim mix
evaluation 4prediction 3commitment 2uncertainty 2belief 2preference 2observation 1disagreement 1recommendation 1
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
The useful parts, with receipts.
18 published records
“Right now we are export controlling chips for the purpose of keeping our AI lead and we recognize this is a key input in our ability to compete in AI. So we are going to export control China's ability to have these chips.”
- Publisher
- Dwarkesh Podcast
“From countries that they don't control, don't have strong diplomatic relationships with, on fleets of oil tankers that they can't defend because their navy doesn't have the ability to operate effectively in the Indian Ocean.”
- Publisher
- Dwarkesh Podcast
“What matters is having the chips at competitive capabilities per chip, and enough of them installed in your PCBs, in your data centers, hooked up to your liquid cooling, ready to go.”
- Publisher
- Dwarkesh Podcast
“I think at some point, you will be right. Maybe we disagree about–sorry, I'm not qualified to disagree.”
- Publisher
- Dwarkesh Podcast
“You could use Starlink if you really wanted to. I don't know if Starlink would be fast enough.”
- Publisher
- Dwarkesh Podcast
“One of the ways that silicon can be refined is by turning it into silane, which is a silicon tetrahydride. I'm not really a chemist, but I think that's right.”
- Publisher
- Dwarkesh Podcast
“At current hardware efficiencies. I don't know if it's worth spelling out. Basically, an H100 has the same amount of flops as a human brain, but also uses way more energy than a human brain.”
- Publisher
- Dwarkesh Podcast
“I suspect that the hardest thing to make will always be the silicon, like the GPUs.”
- Publisher
- Dwarkesh Podcast
“I'm going to serve the AI market because that's where all the growth is occurring.”
- Publisher
- Dwarkesh Podcast
“, were like, "We're not ramping up HBM production because HBM is used largely for AI workloads, and if this demand doesn't continue, then our additional manufacturing capacity for HBM will not have been worth it.”
- Publisher
- Dwarkesh Podcast
“I think the United States could probably do that in two years or less if you started today.”
- Publisher
- Dwarkesh Podcast
“The mainstream view would say China has cheaper labor, which is no longer true, because they compare to Mexico.”
- Publisher
- Dwarkesh Podcast
“Well, so when someone says, "We can't do it, we won't do it, no way, no how," what they're saying is, "Write me a check.”
- Publisher
- Dwarkesh Podcast
“Here I'm quite bullish on xAI in particular because the Elon cinematic universe has just done so much industrial stuff compared to the Googles and Metas of this world.”
- Publisher
- Dwarkesh Podcast
“In practice, it's going to be cheaper just to double the size of your battery because batteries are going to keep getting cheaper and cheaper. But what it does mean is you can say, “Well, I know that I'm going to have three low days, so I will start curtailing now by 5% so I don't have to curtail by 50% in three days.”
- Publisher
- Dwarkesh Podcast
“I think we'll end up seeing batteries next to the solar arrays, and batteries in the middle of the grid at substations, and batteries on the sites of existing power plants that get turned off, and batteries in your house, and batteries everywhere in between.”
- Publisher
- Dwarkesh Podcast
“I agree that they've obviously made bad decisions, but even if you have the poorest Chinese people anywhere in the world, they can still be quite rich.”
- Publisher
- Dwarkesh Podcast
“Or if I put money in an escrow account that says after 20 years we have to pull this out—we'll pull all the solar out of the desert and it goes back to being desert—I will do that in a heartbeat. But if I have to hire another biologist for $10,000 to be like, "Well, on that 40-acre plot we found a tuft of grass which we believe might be one of the 20 species that this particular species of bee sometimes eats, and this species of bee is not technically endangered but it might be at some point in the future… Therefore, you can't deploy there.”
- Publisher
- Dwarkesh Podcast