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AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it.

Drawn from what Dylan Patel said

Subjectsemiconductors
What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

Mental modelBottlenecks

What Dylan Patel actually said

  1. Dylan Patel Founder and chief executive of SemiAnalysis
    And they're decent, their hardware is better in many ways than in NVIDIA's. The problem is their software is really bad and I think they're getting better, right? They're getting better, faster, but the gulf is so large and they don't spend enough resources on it or haven't historically, right?

    Where this was said

    Watch from 4:08:39 plays here

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com

    3 Feb 2025 · video · 5h 06m · spoken · official transcript

    All 44 korrents from this recordingthis one is 35th

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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