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 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Whereas like to be NVIDIA, you can't just have the supply chain, you know, with, right?

You don't have this captive customer.

So now you need to do something, you know, that will give you 5X advantage, right?

In hardware efficiency for a certain type of workload, right?

And then pray the workload doesn't shift, right?

Because NVIDIA is also optimizing their architecture generation.

They've added a lot of stuff to make their tips way better for the existing models.

But it's like they're taking, you know, large steps every year, every two years towards something.

Whereas you have to like go way over there in left field and hope that models stay over there, right?

Because you have to win by 5x because NVIDIA is going to have supply chain efficiency over you.

They're going to have time to market over you in terms of like a new process node or new memory or, you know, whatever technology, right?

Even AMD, right?

They got to two nanometer before NVIDIA.

They had higher density HBM.

They use 3D stacking.

All these things on supply chain that should be better than NVIDIA and yet they still lose.

There's still the software angle, right?

NVIDIA is fantastic.

Yeah, and then there's software as well, right?

But it's like,

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