Hardware
Every conversation I have with @dylan522p, I'm really just trying to understand the supply and demand of tokens. This is a unique episode in…
Every conversation I have with @dylan522p, I'm really just trying to understand the supply and demand of tokens. This is a unique episode in that it's entirely dedicated to talking about both sides of
Every conversation I have with @dylan522p, I'm really just trying to understand the supply and demand of tokens. This is a unique episode in that it's entirely dedicated to talking about both sides of that equation. We discuss: - The infinite demand for the newest models - @SemiAnalysis_ going from 10K on AI spend to 7M - Mythos and Anthropic's compute problem - Why TSMC spending $100B on CapEx could cause a shortage - Robotics as next demand wave - Why memory prices will double again This is my second conversation with Dylan and find myself needing to speak with him more and more often to make sense of it all. Enjoy! Timestamps: 0:00 Intro 1:00 Surging AI Spend 10:27 Token Demand 16:21 When Ideas Are Cheap and Execution is Easy 20:46 Model Hoarding 22:34 Robotics 27:03 The Compute Bottleneck 30:26 The AI Permanent Underclass 31:39 Supply Chain Reality 37:47 CPUs 42:54 Predictions: Public Backlash Media
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Source: Dylan Patel (X) | 2026-04-23