Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.470]
May 5, 2026 - 75:23
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![Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468] artwork](https://megaphone.imgix.net/podcasts/ceb34422-3ec7-11f1-97a5-8bd036d5980c/image/e8a75bd4ab83f059c746a594afd471a8.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and dema...
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468] is an episode from Invest Like the Best with Patrick O'Shaughnessy by Colossus. This is my second conversation with Dylan P...
This episode belongs to Invest Like the Best with Patrick O'Shaughnessy.
Use the player on this page to stream the episode online.
Published Apr 23, 2026, 45:19 long, audio available.
You can listen to Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468] online on Radio and Podcast. Open the player on this page to stream the available audio.
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468] is an episode from Invest Like the Best with Patrick O'Shaughnessy by Colossus.
This episode is 45:19 long.
This episode was published on Apr 23, 2026.
