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
I think he sees the vision, but I think he also needs to focus on like actually like
Releasing that faster, but also like the products that they do outside of their core IP, every time they launch something is kind of mid, right?
You know, Metal Reality Labs is doing well, but I think they should like go more explicit, like have a chat GPT competitor, have a cloud code competitor, like just start releasing way more products because they're really just focused on their individual gardens rather than like branching outside of it.
The funny thing is some of their best AI people are now at superintelligence.
They're building an AI accelerator.
They have AI models, but they're just way slower.
They did mention on the last earnings call they're going to allocate more capital to this, but it's like, guys, Apple, you guys are going to lose the boat if you do not spend $50, $100 billion on infrastructure.
You don't think the concierge will cut it?
I think more and more you'll see people...
you know, great, Apple has this walled garden, but, like, they can only do so much to protect it, right?
IDFA, like, they shut down ads to, or data sharing to Meta, but Meta made better models, and now they have way more data and way more power over the user than they ever did before.
Kind of, it was good that Meta kicked the crutch off of them, or Apple did.
But the same applies to, like, AI.
Like, yes, they have access to the text, and they have access to this, but, like,
I think other people are going to be able to integrate user data and agents will be able to integrate all this user data and they'll start to lose control of what the user experience is as more and more gets disintermediated by AI being the interface rather than touch, rather than touchpad and keyboard.
And I don't think they've truly realized what happens when the interface to computing is AI.
They market it, but that's going to shift computing really heavily.
They have great hardware.
And their hardware teams are working on awesome stuff and form factors, but I just don't know if they get what is actually going to happen to the world in the next five years truly well enough, and they're not building fast enough for it.
Um...
Showing 661–680 of 3,025 · page 34 of 152
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