Dwarkesh Podcast · Aug 25, 03:32 PM UTC
Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028
Historical operation · Retained
“Hynix or Kioxia trade at 2 or 3 times earnings?" It’s like, "Well, if you’re really AI-pilled,”
Quoted source · Dylan Patel · 01:01:38–01:02:14 · 7 source segments
- [1] 01:01:38–01:01:45
- [2] 01:01:45–01:01:49
- [3] 01:01:50–01:01:53
- [4] 01:01:54–01:01:58
- [5] 01:01:58–01:02:05
- [6] 01:02:05–01:02:10
- [7] 01:02:10–01:02:14
Model assessment
The transcript mentions Kioxia in the context of memory company valuations, but provides no target-specific positive or negative catalyst. The discussion is about general market dynamics and AI-driven demand, not a direct investment signal for Kioxia.
7 exact transcript citations