@Asianometry & Dylan Patel — How the semiconductor industry actually works
Episode publishedPodcast: Dwarkesh PodcastDwarkesh Podcast
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Today, I'm chatting with Dylan Patel, who runs Semi Analysis, and John, who runs the Asianometry YouTube channel.
Does he have a last name?
No. I do not. No. I'm just kidding. I'm John Y.
What? What is it?
I'm John Y.
Wait. Why why it only one letter?
Because y is the best letter.
Why is your face covered?
Why not? No. Seriously, why is it covered?
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