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Dylan Patel of SemiAnalysis on the $200B AI CapEx, Chip Wars, and Why Google Might Have No Profits in 2027 — In-Context Cooking …right. Um, you know, China, China has great [00:12:21] engineering. You only remove one piece of the puzzle. They’re able to [00:12:24] re-engineer that last. A bit of the puzzle, you know, that’s, that’s [00:12:27] one context, right? And … Article · 2026-02-28	Article	—	2026-02-28
The Shape of Compute — with Chris Lattner for Modular …you say, okay, well, let's just break it down like a normal engineering problem. It's not R&D anymore. It's an engineering problem. You say, okay, cool. Let's refactor these APIs. Let's deprecate this thing. Let's, oh yeah, let's add H100… Article · Alessio Fanelli · 2025-06-13	Article	Alessio Fanelli	2025-06-13
Scaling Test Time Compute to Multi-Agent Civilizations: Noam Brown …right there. And the bot would be like, no, you're lying. Oh, context windows. And when it does these kinds of things, like people just kind of like shrugged it off as like, oh, that's just, you know, the person's tired or they're drunk or … Article · 2025-06-19	Article	—	2025-06-19
The Hyperstitions of Moloch …Justine [00:27:36]: Yeah. swyx [00:27:37]: We did a state of AI engineering survey. Oh, cool. And we asked people what models they were using. And Adobe did surprisingly well. Yeah. Because, like, everything, everyone, everyone who's paying… Article · 2025-07-09	Article	—	2025-07-09