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Tech x VC | Technology, AI, semiconductors & venture capital

Tech x VC · Global · Technology, AI, semiconductors, and venture capital for builders and investors | Showing 4 of 4

Tech x VC | Technology, AI, semiconductors & venture capital

Technology, AI, semiconductors, and venture capital — curated for builders and investors.

Tech x VC · Global · Showing 4 of 4

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](https://youtu.be/uVbtjgkh6u4?si=cAXemJm7K7d8Kf_T&t=0h0m51s)] > "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…

Mar 31, 2026·AI
Waleed Atallah (Makora) x Dylan Patel | Researcher Conversations at GTC | SemiAnalysis

The AI Silicon Shortage Explained: TSMC, Nvidia CPO, Memory Crisis & What Comes Next | SemiAnalysis

> "we're arguing that there's not enough wafer fab capacity power is no longer the biggest constraint and right now it's really not enough front end capacity" - **Ivan** [[00:01:56](https://youtu.be/kZ1jDqFUS3s?si=htUvBmPZqrr4S6Hp&t=1m56s)] > "recently Nvidia overtook Apple as the largest TSMC customer in 2025" - **Shravan** [[00:04:18](https://youtu.be/kZ1jDqFUS3s?si=htUvBmPZqrr4S6Hp&t=4m18s)] > "based on our…

Mar 30, 2026
·AI
The AI Silicon Shortage Explained: TSMC, Nvidia CPO, Memory Crisis & What Comes Next | SemiAnalysis

AI Chip & Silicon Round-up 2026 | SemiAnalysis

> "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](https://youtu.be/d9p5xiolnPE?si=9HNUnF0rBMAoavCe&t=0h0m1s)] > "If Nvidia is Goliath, this company would be David. At least I'm sure that's what AMD would like to hear." - **SemiAnalysis Host**…

Mar 30, 2026·AI
AI Chip & Silicon Round-up 2026 | SemiAnalysis

Dylan Patel (SemiAnalysis) : NVIDIA's New Moat & Why China is "Semiconductor Pilled”

> *"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](https://www.youtube.com/watch?v=DqBMzuzxZog&t=0s) > *"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](https://www.youtube.com/watch?v=DqBMzuzxZog&t=11s) >…

Feb 9, 2026·AI
Dylan Patel (SemiAnalysis) : NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Source
AIPodcastSemiAnalysis
+33 more tags
SemiconductorSemiconductorsTechnology

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
AIFinancePE/VC
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Podcast
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AIFinancePE/VC
+55 more tags
Podcast
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AIChinaFinance
+66 more tags
PE/VC
SemiAnalysis
Semiconductors
Technology

The AI Silicon Shortage Explained: TSMC, Nvidia CPO, Memory Crisis & What Comes Next | SemiAnalysis

"we're arguing that there's not enough wafer fab capacity power is no longer the biggest constraint and right now it's really not enough front end capacity" - Ivan [00:01:56]

"recently Nvidia overtook Apple as the largest TSMC customer in 2025" - Shravan [00:04:18]

"based on our…

View Full Article
UJ
Mar 30, 2026
SemiAnalysis
Semiconductors
Tech
Technology

AI Chip & Silicon Round-up 2026 | SemiAnalysis

"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…

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UJ
Mar 30, 2026
Podcast
SemiAnalysis
Semiconductors
Technology
The MAD Podcast

Dylan Patel (SemiAnalysis) : NVIDIA's New Moat & Why China is "Semiconductor Pilled”

"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

…

View Full Article
UJ
Feb 9, 2026