Latest / The MAD Podcast: How AI Gets Built — with Matt Turck
Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Dylan Patel (SemiAnalysis) joins Matt Turck for a deep dive into the AI chip wars — why NVIDIA is shifting from a “one chip can do it all” worldview to a portfolio strategy, how inference is getting specialized, and what that means for CUDA, AMD, and the next wave of specialized silicon startups.
Then we take the fun tangents: why China is effectively “semiconductor pilled,” how provinces push domestic chips, what Huawei means as a long-term threat vector, and why so much “AI is killing the grid / AI is drinking all the water” discourse misses the point.
We also tackle the big macro question…
The skinny
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