In-depth breakdowns of tech interviews — section-by-section analysis with diagrams, quotes, and insights.
SemiAnalysis founder Dylan Patel argues the biggest AI gains no longer come from faster chips alone — they come from co-designing models, kernels, and silicon together, turning three stacked 2x wins into a single 100x, and reshaping the NVIDIA-vs-TPU, CUDA-moat, and compute-crunch debates in the process.