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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The a16z Show · From the Archive: Can Anyone Catch NVIDIA? | The Future of Chips and Infrastructure · 15 Jul 2026 podcast

to the guy and he's out right it's like like he figures out like who's bad right um and who's good and he has to go in and he's still like hey the vast majority of the team at intel is the one who led the world in production and process technology for 20 years yeah right but there's a lot of like built up crap so he has to go figure this out right he can't waste his time on like oh all this like structuring to split like i think it would be better if the company split

I just don't think he can spend the time to do that.

And if the design side of the company is, you know, you're not really going to get into AI, you're not really going to... You have to make some money there, but the fabs, I think, could truly become a competitor.

But they're going to go bankrupt by the time anything, you know, can happen.

So they have to figure out how to get capital.

So he has to figure out how to get capital.

He has to figure out how to clean up all the crap, make the...

you know, yields go up, right?

Make the product ship way faster.

Like, all of these things are basic problems.

I think you should even run the company separately, right?

But you can't physically separate them entity-wise because it's going to take so long to sever all these things.

Because he doesn't have time, right?

Intel is literally going to go bankrupt if they don't have a big cash infusion or they lay off half the company, right?

Which some could argue you need to lay off 30% of the company anyways, but there's a lot of bad things that happen if that happens, right?

And they need to spend a lot more on building the next generation FAB, even if they fix the FAB.

And they don't have money for that, right?

So there's like a lot more important problems than like physically separating the company, even though I think long-term, yes, the FAB has to be separate from the chips design software, right?

Or chip design part of the company.

Just like that's going to make each company much more accountable, be able to service their customers better, et cetera.

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