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
Um and so away all doubt on manufacturing capacity, which I think is not fair, right?
Like I think manufacturing capacity is a real uh bottleneck for them.
Um and then the yield learnings, real bottleneck, like temporary, maybe.
Um we'll see how long and we'll see how fast the rest of the, you know, the the NVIDIA technology advances past what Huawei is capable of, right?
Um and and how fast Huawei is able to close the gap.
But I think I think
His main sort of
pitch would be Huawei is is real, they're a formidable competitor.
They're going to take over not just the Chinese market, but also foreign markets, right?
Whether it be uh the Middle East or Southeast Asia or South Asia or Europe or Latam, right?
Everywhere besides America
And the the sort of there's a
I think I think uh Noah Smith has this analogy, right?
This whole idea is that you should Galapagos China, right?
Make them have their own domestic industry that is so different from the rest of the world, right?
Kind of what happened with Japan in the seventies and eighties, their and and nineties, their PCs were so specific and hyper optimized to the Japanese market with like, you know, the weird like I don't know if you've seen the weird scroll wheel on the
on these Japanese PCs.
Like you literally like it's like you go like this and it scrolls.
Right?
And it's like and then the touchpad is a circle and then that's around and it's like things like that are so weird.
Showing 981–1000 of 3,025 · page 50 of 152
← Previous
Next →