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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Nvidia's going to have better networking than you.
They're going to have better HBM.
They're going to have better process node.
They're going to come to market faster.
They're going to be able to ramp faster.
They're going to have better negotiations with whether it's TSMC or SK Hynix and the memory and silicon side or all the rack people or like copper cables, everything.
They're going to have better cost efficiency.
So you have to be like 5X better.
Somewhat, yeah.
Sure, but...
Meta continues to buy from them, and Microsoft did buy a bunch, and then they stopped because it's like, well, yes, AMD's giving you all these advantages, but it ends up still not being better on a performance per watt basis, and they have a way bigger software team.
They're somewhat competitive on all these dynamics that I mentioned, right?
So you can't just do the same thing as NVIDIA.
And do it better, right?
Or try and execute better like AMD.
You have to really leap forward in some other way.
But...
the design cycle takes so long that models will shift, right?
Because they're like, oh, what's the next generation of GPU and GPU look like?
Okay, let's optimize for that.
Showing 341–360 of 3,025 · page 18 of 152
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