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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

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AIPodcastSemiAnalysis
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Semiconductor
Semiconductors
Technology

Waleed Atallah (Makora) x Dylan Patel | Researcher Conversations at GTC | SemiAnalysis

"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…

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UJ
Mar 31, 2026
Source
SemiconductorPE/VCFinance
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TechnologyAIReport, Blogs & InsightsMarkets & InvestmentsSemiconductors

https://x.com/siddarthpaim/status/2034137228276805638?s=20

The Semiconductor Value Chain #Quartr

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UJ
Mar 18, 2026