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"i think the entire Silicon Valley like 80% of the startups here are starting to rethink everything now that coding has come this far." - Waleed Atallah [00:00:51]
"the point is that you cannot um have code generation itself be your product i think we're going to see a lot of basically giving the taking the codegen capability and then making…
"2026 will be a massive year for AI hardware no matter if GPUs, ASICs, or beyond, and I'm not sure we can still talk about an emerging industry." - SemiAnalysis Host [00:00:01]
"If Nvidia is Goliath, this company would be David. At least I'm sure that's what AMD would like to hear." - SemiAnalysis Host…
"This is the biggest change in human history, maybe ever. What's about to happen with AI... is bigger than the Industrial Revolution." - Dylan Patel 00:00
"Jensen [Huang] is very paranoid about losing... if he just kept making his mainline chip, people would crush him on cost." - Dylan Patel 00:00:11
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