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
There's a lot of capital being invested to dispel sort of NVIDIA's top dollar or top position, right?
But it becomes challenging, right?
It's like, how do you beat NVIDIA, right?
Like, the hyperscalers, I think, are, like, kind of lucky in that they can do mostly the same thing as NVIDIA, right?
Right.
And they can just win on supply chain, right?
Yeah, yeah.
And maybe for certain workloads, like metaphor recommendation systems, they'll have a better, you know, they can specialize more.
But for the most part, it's like, no, we're targeting the same workloads.
We can just simplify supply chain or in-house a lot of it and compress margin and it'll be fine.
But in the case of these other companies, it's like, well, they don't have a captive customer.
So now you have to contend with, well, I'm using the same ecosystem and either I can use some custom silicon provider who's going to take a margin anyways on top and that's going to compress what I can sell for, or...
I can try and in-house everything, but then it's like, this is really hard, right?
Like, I'm going to do all the software design, I'm going to do all the silicon design, I'm going to build all this different IP, I'm going to manage the supply chain on chips, on racks, on everything, right?
Ends up being a huge effort in terms of team size.
All in the end, like, hey, I make a 75% gross margin as NVIDIA.
AMD sells their GPUs for 50% gross margin, and they have a hard time out-engineering NVIDIA, and they're great at engineering, right?
But yet they still take more silicon area, more memory to achieve the same performance, and they have to sell for less, so their margin gets compressed.
That makes sense.
Yeah, exactly.
Showing 261–280 of 3,025 · page 14 of 152
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