Dylan Patel
speaker
3,025 appearances
3 recordings
1 series
first heard Aug 2025
last heard 15 Jul
Dylan Patel’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
It would just take them shaking themselves pretty hard to be able to do it.
Yeah, but I totally think Google should sell TPUs externally.
Not just renting, but like physically.
Yeah, I think, but I think like, if you were to ask like Sergey, right?
Like, hey, do you think selling chips and racks is more valuable or cloud or Gemini?
He'd be like, no, no, no, no, no.
Like Gemini is going to be worth way, way, way more.
It's just not yet today, right?
And so I think like,
like today you say Nvidia is the most, again, it's like a whole concentration thing, right?
If the world is super concentrated in terms of customers, then Nvidia will not be the most valuable company in the world.
Right.
Um, but if it gets dispersed more and more, um,
which arguably we're starting to see with a lot of these open source models getting better and better and better, and with ease of deploying them getting better, then you would see, I think you could argue, NVIDIA will remain the most valuable company in the world for a long period of time.
Which is why NVIDIA is making all these software libraries, right?
And they're trying to commoditize inference, right?
You guys don't, I think, even have an inference API provider investment, do you?
No.
Well, we have all kinds of model providers.
Model providers, I'm talking about a pure API provider investment.
Showing 221–240 of 3,025 · page 12 of 152
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