English

All 39 videos indexed in English. Click any item in the sidebar to navigate.

For the Chinese version, click 中文 in the sidebar.

Browse by Category

• Pricing & Economics — Dylan Patel, KvoD 1000× cost, bubble analysis, datacenter collapse
• Memory & HBM — SK Hynix CEO, NVIDIA+VAST memory wall, Jensen+Dell, primer
• Expert Interviews — BG2, Dwarkesh, 20VC, All-In (21 episodes)
• Acquired Deep Dives — NVIDIA I/II/III + TSMC + Morris Chang + Jensen interview (~15h)
• China Perspective — Bilibili coverage of HBM alternatives, Huawei UCM

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Table of contents

• Is AI Circular Financing Inflating a Bubble?
• The Coming AI Datacenter Collapse
• AI Inference Cost Fell 1,000x in 3 Years
• The Special Memory Powering the AI Revolution
• Jensen Huang, Michael Dell on Memory Demand & China
• AI Has A Memory Bottleneck — Companies That Benefit
• Breaking Through GPU Memory Wall (NVIDIA + VAST Data)
• Acquired TSMC
• 当 HBM 不再唯一,AI 内存的新棋局
• OpenAI 芯片新专利:大量消耗 HBM 内存