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

It was actually really annoying.

I knew like four people or five people, and they all went to OpenAI.

And it's like, fuck, now I don't get as much.

I met some other people.

right but it's like you know I think they could be a lot more aggressive in many ways across the company they don't have to be right but they could because AI you know like this ChadGBT TakeRay the shift of search queries the monetizable ones especially from to purchasing agents is going to really screw Google long term if they don't you know get their act together I think they've gotten their act together on DeepMind there's still some inefficiencies but Sergey works on works within DeepMind a lot and they're driving hard they're still a little bit behind but like

I think like physical infrastructure, TPU, um, and, and how much money they could make and how much they could take the wind out of everyone else's sales if they start selling TPUs externally, um, and reorg around like building data centers much faster so that they do have the most compute in the world because they did.

Uh, but now there's certain companies that are going to surpass them, uh, potentially over the next few years if they don't really get their act together.

So I think that's what I would say for them.

Um,

Yeah, and also, like, learn how to ship product.

Zuck.

I think Zuck, you know, it remains to be seen what goes on with superintelligence, but, like, they're trying to move super fast with the data centers.

You know, like, screw it, we'll build tents instead of, like, physical data centers because we only need these for five years anyways.

You know, the superintelligence moves, you could say whatever you want, but, like,

trying to buy like Thinky for like $30 billion or SSI for $30 billion didn't work out.

So then they spent not even that much on hiring, not $30 billion on hiring all these people.

So I think that he recognizes the urgency with the models, with the infrastructure.

So I really think he needs to like

you know, if you read his website post about like AI, like I think, you know, he sees the vision, right?

There's the wearables, there's integrating AI into that, there's being your AI assistant to do all this purchasing and stuff.

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