For our first episode of our new show In-Context Cooking, we have the Founder & CEO of SemiAnalysis Dylan Patel.

We talk about:
• Taiwan endgame scenarios & TSMC risk
• AI export controls + Chinese talent flight
• $180–200B hyperscaler capex (is this a bubble?)
• Nvidia vs… pic.twitter.com/qvJCoGCiVq

— Latent.Space (@latentspacepod) 26 février 2026

For our first episode of our new show In-Context Cooking, we have the Founder & CEO of SemiAnalysis Dylan Patel. We talk about:
• Taiwan endgame scenarios & TSMC risk
• AI export controls + Chinese talent flight
• $180–200B hyperscaler capex (is this a bubble?) • Nvidia vs

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