Huawei

includes Huawei Ascend

3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Nov 14, 2024 by Nathan Benaich · said 24 times in 5 episodes since 2016 · across every show →

Mentions by year, the whole family

brought up most by Matt Turck (10), Dylan Patel (10), Haoyuan Li (2), Nathan Benaich (1)

mentionsepisodesper episode tap a year for its mentions

2026 20 mentions in 2 episodes 10 per episode

Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled” Feb 5, 2026 · 18 mentions · from 22:57
Cerebras CEO: Why GPUs Can't Do Fast Inference Jul 23, 2026 · 2 mentions · from 12:13
every mention in 2026, scene by scene →

2024 1 mention in 1 episode

State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital Nov 14, 2024 · 1 mention · from 43:56
every mention in 2024, scene by scene →

2021 1 mention in 1 episode

Top 10 Trends in AI, Machine Learning and Data for 2022 Oct 27, 2021 · 1 mention · from 28:23
every mention in 2021, scene by scene →

2016 2 mentions in 1 episode

A Virtual Distributed Storage System // Haoyuan Li, Alluxio (Hosted by FirstMark) Apr 13, 2016 · 2 mentions · from 2:44
every mention in 2016, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Huawei, oldest first

Nov 14, 2024 bullish

Assertion Supported

Nvidia chips appear in 11x more AI research papers than all competitors

“If you sum all the papers that use NVIDIA chips versus all the papers that use TPUs, FPGAs, ASICs, Apple, Huawei, the sum of all NVIDIA papers versus the sum of everybody else, the delta is like 11 times.”

Nathan Benaich Nov 14, 2024 ▶ 43:56 State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital

Feb 5, 2026 negative

Assertion Supported

Patel: Huawei used shell companies to procure TSMC chips and Korean HBM

“Well, actually they were using shell companies to get chips from TSMC and using Different methods of like sneaking HBM, which is memory from, you know, Korea through Taiwan to China, right?”

Dylan Patel Feb 5, 2026 ▶ 37:32 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”

Feb 5, 2026 positive

Opinion

Patel: Huawei is the most vertically integrated company in the world

“Always the most vertical company in the world. No company is more verticalized than Huawei, which then leads to huge innovations.”

Dylan Patel Feb 5, 2026 ▶ 35:44 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”

Huawei

Mentions by year, the whole family

Everything said about Huawei, oldest first

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