AI chips

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Dylan Patel · across every show →

Everything said about AI chips, oldest first

Feb 5, 2026
Prediction Not checkable as stated
Patel: Most AI chips will be consumed via open-source engines, not direct programming
“I think most AI chips will not be consumed by people programming anything for it. They will download an open source inference engine, they will download an open source model, and then they will put it on the, and it's really simple to download VLM and, like, m…”
Dylan Patel Feb 5, 2026 ▶ 10:58 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
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