Interview, Explained

In-depth breakdowns of tech interviews — section-by-section analysis with diagrams, quotes, and insights.

~60 min

Big Technology Podcast·2026-10-09

Dylan Patel and Jordan Nanos on why the AI buildout can't slow yet

Dylan Patel & Jordan Nanos· CEO and technical staff

SemiAnalysis's Dylan Patel and Jordan Nanos argue the AI buildout is larger than the headline charts show, that its growth must decelerate by arithmetic even as demand still outruns supply, and that the real risks sit in financing, concentration, and the insecure clouds underneath.

AI InfrastructureGPUInferenceBusiness Strategy

~70 min

Sequoia Capital·2026-06-30

Dylan Patel on the 100x hiding in hardware-software co-design

Dylan Patel· Founder & CEO of SemiAnalysis

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.

GPUAI InfrastructureLLM