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Analysis of TSMC: The most important company in the world | Lex Fridman Podcast

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Lex Fridman Podcast full episode: https://www.youtube.com/watch?v=_1f-o0nqpEI Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/cv8507-sb See below for guest bio, links, and to give feedback, submit questions, contact Lex, etc. *GUEST BIO:* Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects. *CONTACT LEX:* *Feedback* - give feedback to Lex: https://lexfridman.com/survey *AMA* - submit questions, videos or call-in: https://lexfridman.com/ama *Hiring* - join our team: https://lexfridman.com/hiring *Other* - other ways to get in touch: https://lexfridman.com/contact *EPISODE LINKS:* Dylan's X: https://x.com/dylan522p SemiAnalysis: https://semianalysis.com/ Nathan's X: https://x.com/natolambert Nathan's Blog: https://www.interconnects.ai/ Nathan's Podcast: https://www.interconnects.ai/podcast Nathan's Website: https://www.natolambert.com/ Nathan's YouTube: https://youtube.com/@natolambert Nathan's Book: https://rlhfbook.com/ *SPONSORS:* To support this podcast, check out our sponsors & get discounts: *Invideo AI:* AI video generator. Go to https://lexfridman.com/s/invideoai-cv8507-sb *GitHub:* Developer platform and AI code editor. Go to https://lexfridman.com/s/github-cv8507-sb *Shopify:* Sell stuff online. Go to https://lexfridman.com/s/shopify-cv8507-sb *NetSuite:* Business management software. Go to https://lexfridman.com/s/netsuite-cv8507-sb *AG1:* All-in-one daily nutrition drinks. Go to https://lexfridman.com/s/ag1-cv8507-sb *PODCAST LINKS:* - Podcast Website: https://lexfridman.com/podcast - Apple Podcasts: https://apple.co/2lwqZIr - Spotify: https://spoti.fi/2nEwCF8 - RSS: https://lexfridman.com/feed/podcast/ - Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 - Clips Channel: https://www.youtube.com/lexclips *SOCIAL LINKS:* - X: https://x.com/lexfridman - Instagram: https://instagram.com/lexfridman - TikTok: https://tiktok.com/@lexfridman - LinkedIn: https://linkedin.com/in/lexfridman - Facebook: https://facebook.com/lexfridman - Patreon: https://patreon.com/lexfridman - Telegram: https://t.me/lexfridman - Reddit: https://reddit.com/r/lexfridman

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