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Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled” Feb 5, 2026 · 30 mentions

• ▶ 2:47 Dylan Patel And so Google and OpenAI have both released mechanisms of this with their pro models, where the model actually doesn't just have one single chain of thought for reasoning. 2 times in the scene
• ▶ 7:18 Dylan Patel Google like implemented OKRs because Intel did it, but that's like, you know, management stuff, right? 2 times in the scene
• ▶ 9:14 Dylan Patel And there's, so there's a lot of AI chip companies on the startup side, but then there's also, you know, Google's TPU, AMD, GPUs, uh, Amazon Tranium, uh, who are all really credible competitors.
• ▶ 10:36 Dylan Patel These support AMD GPUs almost as first-class citizens now, and VLLM is getting significant support for TPUs, for Tranium, and there will be other chips coming out from startups that also support VLLM slash SGLang. 2 times in the scene
• ▶ 15:15 Dylan Patel You know, companies like Anthropic, Google, OpenAI have already done it, but what about the wide world, right? 2 times in the scene
• ▶ 22:05 Dylan Patel And as would like Meta and Google would like, they should do that.
• ▶ 25:18 Dylan Patel ByteDance rents, rents tons of chips from Oracle and Google and, and, you know, many other cloud companies.
• ▶ 34:21 Dylan Patel Like, and I think some of the things that they've done are reactions and competitive dynamics with AMD or Google's TPUs or whatever, right? 4 times in the scene
• ▶ 34:21 Dylan Patel Like, and I think some of the things that they've done are reactions and competitive dynamics with AMD or Google's TPUs or whatever, right? 2 times in the scene
• ▶ 39:40 Dylan Patel And then, you know, vertex, deep minds, uh, models at Google Gemini.
• ▶ 39:40 Dylan Patel And then, you know, vertex, deep minds, uh, models at Google Gemini.
• ▶ 41:59 Dylan Patel If you look at the top 10 companies, like of the world, I think eight of them designed semiconductors right now, obviously like Google designed semiconductors, but it's like, oh wait, no, but their cost of search would be like 10 X higher…
• ▶ 41:59 Dylan Patel If you look at the top 10 companies, like of the world, I think eight of them designed semiconductors right now, obviously like Google designed semiconductors, but it's like, oh wait, no, but their cost of search would be like 10 X higher…
• ▶ 41:59 Dylan Patel If you look at the top 10 companies, like of the world, I think eight of them designed semiconductors right now, obviously like Google designed semiconductors, but it's like, oh wait, no, but their cost of search would be like 10 X higher…
• ▶ 47:59 Dylan Patel It'll be the hottest button issue, especially as like, we're really getting into like, I think last year, Google spent three billion dollars on Waymo and we're waiting for their guide for this year, three billion dollars on Waymo taxis,… 2 times in the scene
• ▶ 51:13 Dylan Patel Same with Anthropic and Amazon Google and their models now being so good now is that capex.
• ▶ 52:43 Dylan Patel Myself, you know, my roommate, a handful of people from, like, OpenAI, GDM, Anthropic, we just would do LAN parties of AOE-II over the holidays a bit.
• ▶ 1:04:26 Dylan Patel It's like, well, ok, Google doesn't have enough data center capacity, they need people to build data centers, but 2 times in the scene
• ▶ 1:11:39 Dylan Patel Flip side, Google has a better pre-trained model than Anthropic or OpenAI, but their RL stack sucks. 2 times in the scene