{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Fa16z.simplecast.com%2Fepisodes%2Fdylan-patel-B_VCGn95","width":444,"version":"1.0","type":"rich","title":"Dylan Patel: GPT-5, NVIDIA, Intel, Meta, Apple","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/0d97354a-306b-45f5-bf26-a8d81eef47ec/c2af6273-df41-4a9f-a14d-f52761867df3/a16z-20pod-20-201x1-20-4.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"<iframe src=\"https://player.simplecast.com/d330e790-8ef3-497e-bd65-72474a03b2c2\" height=\"200\" width=\"100%\" title=\"Dylan Patel: GPT-5, NVIDIA, Intel, Meta, Apple\" frameborder=\"0\" scrolling=\"no\"></iframe>","height":200,"description":"The AI hardware race is heating up, and NVIDIA is still far ahead. What will it take to close the gap?\n\nIn this episode, Dylan Patel (Founder & CEO, SemiAnalysis) joins Erin Price-Wright (General Partner, a16z), Guido Appenzeller (Partner, a16z), and host Erik Torenberg to break down the state of AI chips, data centers, and infrastructure strategy.\n\nWe discuss:\n- Why simply copying NVIDIA won’t work, and what it takes to beat them\n- How custom silicon from Google, Amazon, and Meta could reshape the market\n- The economics of AI model launches and the shift toward cost efficiency\n- Infrastructure bottlenecks: power, cooling, and the global supply chain\n- The rise of AI silicon startups and the challenges they face\n- Export controls, China’s AI ambitions, and geopolitics in the chip race\n- Big tech’s next moves: advice for leaders like Jensen Huang, Sundar Pichai, Mark Zuckerberg, and Elon Musk\n"}