Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Dylan Patel

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
3551 total appearances

Appearances Over Time

Podcast Appearances

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

Like, they all sort of โ€“

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

did this thing, right?

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

And I think the thing was that when you're going to leading edge, when the thing is that like it got harder and harder, which means that you had to aggregate more demand from all the customers to fund the next node, right?

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

So technically in the sense that what it's kind of do is aggregating all this money, all this profit to kind of fund this next node to the point where now like there's no room in the market for an N2 or N3.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

Like technically you could argue that

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

economically you can make an argument that like n2 is a monstrosity that doesn't make sense economically it would should not exist in some ways without the immense single concentrated spend of like five players in the market I'm sorry to like completely derail you but like there's this video or it's like there's an holy concoction of meat slurry yes

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

It's like the guy who pumps his right arm so much and he's like super muscular.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

The human body was not meant to be so muscular.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

I'm not saying N2 is like N2 specifically, but I say N2 as a concept.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

The next node should technically, like right now,

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

There will come a point where economically, the next no will not be possible.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

Like, at all, right?

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

It was a long period of time.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

People's salaries.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

It's a terrible thing to talk about.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

I think it's like...

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

Can you just say it's all terrible?

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

Everything's terrible?

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

Because it's not just like leading edge.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

Leading edge, people will focus on leading edge.