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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 2 of 2

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

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

Tech x VC · Global · Showing 2 of 2

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

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

*The Semiconductor Value Chain #Quartr*

Mar 18, 2026·Semiconductor
https://x.com/siddarthpaim/status/2034137228276805638?s=20
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
SemiconductorPE/VCFinance
+55 more tags
TechnologyAIReport, Blogs & InsightsMarkets & InvestmentsSemiconductors

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

The Semiconductor Value Chain #Quartr

View Full Article
UJ
Mar 18, 2026