.@dylan522p gives a deep dive on the 3 big bottlenecks to scaling AI compute: logic, memory, and power. And walks through the economics of labs, hyperscalers, foundries, and fab equipment manufacturers. Learned a ton about every single level of the stack. 0:00:00 – Why an H100 is worth more today than 3 years ago 0:24:52 – Nvidia secured TSMC allocation early; Google is getting squeezed 0:34:34 – ASML will be the #1 constraint for AI compute scaling by 2030 0:56:06 – Can’t we just use TSMC’s…