PERSON DIRECTORY
Dwarkesh Patel
Host of Dwarkesh Podcast. Dwarkesh Patel appears in 66 indexed conversations across Dwarkesh Podcast, Hard Fork, The a16z Show. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Dylan Patel — The single biggest bottleneck to scaling AI compute
AI scaling’s binding constraint is migrating to ASML, whose EUV capacity could cap annual AI-chip output at roughly 200GW by 2030.Supply scarcity is supporting H100 contracts near $2.40/hour against a $1.40 all-in build cost, while memory absorbs roughly 30% of Big Tech’s 2026 CapEx and new fabs arrive only in late 2027/2028.The central timeline risk is geopolitical: fast progress favors the US, but slower returns could let China’s verticalized supply chain scale past the West, especially if Taiwan is lost.
"China is digging out of a crisis. And America’s luck is wearing thin." — Ken Rogoff
China may remain in crisis for “five or ten years,” with real estate near a third of the economy, demand crushed, and growth potentially only one percentage point faster than the US each year.Rogoff sees 10–20% inflation as the more likely US debt escape, while rising real rates, weaker Fed independence, and China’s construction of alternative payment rails make fiscal credibility, Taiwan preparation, and foreign-equity performance key signals to monitor.