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

Once you use an IDE, once you integrate one of the CLI products in, like, how sticky is it?

That is a billion-dollar question.

So in that sense, people should be doing subscriptions to get people locked in, right?

Instead of moving to usage-based pricing.

I would say immediately launch a method for you to input your credit card into ChatGPT and agree that for anything it agentically does for you, it'll take X cut and then launch that product because where it does shopping, right?

Because everyone knows that Anthropic and OpenAI and all the other labs are buying RL environments of Amazon and of Shopify and of Etsy and of all the different ways to shop on the internet, of airline websites, right?

Now, just like, hey, integrate my calendar.

I want to fly to there on Thursday, make sure I don't miss a meeting.

Cool, book, right?

Do that integration like super well.

Know my preferences on whether I like aisle or window, all this stuff, right?

And just take a take rate.

I think this will make them so much money the moment they launch it.

And I think they're working on it already, but I'd like to hear how he thinks about it because he shifted his tone massively on like ads over the last...

six months, right?

He used to be like, no way.

And now he's like, maybe, you know, there's a way to do it without harming the user.

And I think this is how you monetize the free user, right?

So I think that's probably what I'd tell him slash ask him about, like a whole line of questions around this.

depends like how pilled you are on like the continued growth but I think you guys have a good vantage point we have a good vantage point of how fast revenue is growing for a lot of these companies especially the code companies but even many other applications I think we can clearly see the demand side is accelerating right and then if you look at the training side I think the race is on that is upping hugely Google's upping hugely if you just look at again just open an anthropic

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