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Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028
Aug 25, 2026
Had a lot of fun chatting again with my twin brother Dylan Patel.We went through lab economics over the next few years - the shift from inference to training as RSI draws near; and how Anthropic and…
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Ryan Greenblatt – What happens once AI can automate AI research?
Aug 11, 2026
Ryan Greenblatt is the Chief Scientist at Redwood Research, where he works on technical AI safety research. He's also lead author on the "Alignment faking in Large Language Models", and is currently…
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8 Predictions for the Era of Continual Learning
Aug 07, 2026
Read the essay here. Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe
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Why smarter AI models could drive up compute prices 10x
Aug 03, 2026
This is a video recording of a post I wrote last week. If you want to read the original you can check it out here.Thanks to Mercury for sponsoring this video. Mercury’s built-in AI, Command, helps me…
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Adam Brown – A deep but accessible introduction to general relativity
Jul 10, 2026
Adam Brown is back!General relativity is said to be the most beautiful idea the human mind has ever produced. Most of us will never get to fully appreciate its elegance by taking the 20-lecture…
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Grant Sanderson – AI and the future of math
Jun 30, 2026
Always so much fun to chat with Grant.AI has been making much faster progress in math than in other fields. As a result, mathematics is showing us, very concretely, what AI progress in other fields…
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The next big breakthrough will be AIs learning on the job
Jun 26, 2026
Read it here.Thanks to Mercury for sponsoring this essay.Mercury has automated basically my entire bill pay process for my business. I just give contractors a dedicated email address, and when they…
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The data black hole at the center of AI
Jun 19, 2026
Read the transcript here.Thanks to Mercury for sponsoring this essay!Mercury just released a new feature called Command, which gives me AI right in my banking platform. And since I use Mercury to run…
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Ada Palmer – Machiavelli is the most misunderstood thinker of all time
Jun 16, 2026
Had Ada Palmer back on – this time to talk about Machiavelli, perhaps the most misunderstood thinker of all time.Machiavelli cut his teeth as a high-level diplomat for Florence, a position from which…
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Alex Imas and Phil Trammell – What remains scarce after AGI?
Jun 04, 2026
Economics of AGI episode w Alex Imas and Phil Trammell.There’s a bunch of important questions about how we deal with AI that only economics can answer.What is the optimal way to tax and redistribute…
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Reiner Pope – Chip design from the bottom up
May 22, 2026
New blackboard lecture with Reiner Pope: how do chips actually work - starting with basic logic gates, and working up to why GPUs, TPUs, FPGAs, and the human brain each look the way they do.Reiner is…
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Eric Jang – Building AlphaGo from scratch
May 15, 2026
Eric Jang walks through how to build AlphaGo from scratch, but with modern AI tools.Sometimes you understand the future better by stepping backward. AlphaGo is still the cleanest worked example of…
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David Reich – Why the Bronze Age was an inflection point in human evolution
May 08, 2026
David Reich is back.He and collaborator Ali Akbari just published a paper that overturns a long-standing consensus about human evolution — that natural selection has been dormant in our species since…
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Reiner Pope – The math behind how LLMs are trained and served
Apr 29, 2026
Did a very different format with Reiner Pope - a blackboard lecture where he walks through how frontier LLMs are trained and served.It’s shocking how much you can deduce about what the labs are doing…
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Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
Apr 15, 2026
I asked Jensen about TPU competition, Nvidia’s lock on the ever more bottlenecked supply chain needed to make advanced chips, whether we should be selling AI chips to China, why Nvidia doesn’t just…
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Michael Nielsen – How science actually progresses
Apr 07, 2026
Really enjoyed chatting with Michael Nielsen about how we recognize scientific progress.It's especially relevant for closing the RL verification loop for scientific discovery.But it's also a…
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Terence Tao – Kepler, Newton, and the true nature of mathematical discovery
Mar 20, 2026
We begin the episode with the absolutely ingenious and surprising way in which Kepler discovered the laws of planetary motion.People sometimes say that AI will make especially fast progress at…
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Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute
Mar 13, 2026
Dylan Patel, founder of SemiAnalysis, provides a deep dive into the 3 big bottlenecks to scaling AI compute: logic, memory, and power.And walks through the economics of labs, hyperscalers, foundries…
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The most important question nobody's asking about AI
Mar 11, 2026
Read the full essay here: https://www.dwarkesh.com/p/dow-anthropicTimestamps(00:00:00) - Anthropic vs The Pentagon(00:04:16) - The overhangs of tyranny(00:05:54) - AI structurally favors mass…
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Why Leonardo was a saboteur, Gutenberg went broke, and Florence was weird – Ada Palmer
Mar 06, 2026
Renaissance history is so much wilder and weirder than you would have expected. Very fun chatting with Ada Palmer (historian, novelist, and composer based at the University of Chicago).Some…
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Dario Amodei — "We are near the end of the exponential"
Feb 13, 2026
Dario Amodei thinks we are just a few years away from AGI — or as he puts it, from having “a country of geniuses in a data center”. In this episode, we discuss what to make of the scaling hypothesis…
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Elon Musk — "In 36 months, the cheapest place to put AI will be space”
Feb 05, 2026
In this episode, John and I got to do a real deep-dive with Elon. We discuss the economics of orbital data centers, the difficulties of scaling power on Earth, what it would take to manufacture…
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Adam Marblestone — AI is missing something fundamental about the brain
Dec 30, 2025
Adam Marblestone is CEO of Convergent Research. He’s had a very interesting past life: he was a research scientist at Google Deepmind on their neuroscience team and has worked on everything from…
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Thoughts on AI progress (Dec 2025)
Dec 23, 2025
Read the essay here.Timestamps00:00:00 What are we scaling?00:03:11 The value of human labor00:05:04 Economic diffusion lag is cope00:06:34 Goal-post shifting is justified00:08:23 RL scaling00:09:18…
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Sarah Paine — Why Russia Lost the Cold War
Dec 19, 2025
This is the final episode of the Sarah Paine lecture series, and it’s probably my favorite one. Sarah gives a “tour of the arguments” on what ultimately led to the Soviet Union’s collapse, diving…
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Ilya Sutskever — We're moving from the age of scaling to the age of research
Nov 25, 2025
Ilya & I discuss SSI’s strategy, the problems with pre-training, how to improve the generalization of AI models, and how to ensure AGI goes well.Watch on YouTube; read the transcript.Sponsors* Gemini…
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Satya Nadella — How Microsoft is preparing for AGI
Nov 12, 2025
As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 datacenter.Microsoft is building multiple Fairwaters…
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Sarah Paine — How Russia sabotaged China's rise
Oct 31, 2025
In this lecture, military historian Sarah Paine explains how Russia—and specifically Stalin—completely derailed China’s rise, slowing them down for over a century.This lecture was particularly…
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Andrej Karpathy — AGI is still a decade away
Oct 17, 2025
The Andrej Karpathy episode.During this interview, Andrej explains why reinforcement learning is terrible (but everything else is much worse), why AGI will just blend into the previous ~2.5 centuries…
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Nick Lane – Life as we know it is chemically inevitable
Oct 10, 2025
Nick Lane has some pretty wild ideas about the evolution of life.He thinks early life was continuous with the spontaneous chemistry of undersea hydrothermal vents.Nick’s story may be wrong, but I…
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