He's the guy the chip industry reads before making a move. Dylan Patel, founder of SemiAnalysis, joins Matthew Berman to break down the stark realities of the AI landscape. From the billion-dollar talent war to the corporate grudges shaping the future of technology, Dylan delivers unfiltered analysis on who’s winning, who’s losing, and why.

In this must-watch interview, Dylan explains why Scale AI is “kind of cooked,” why he thinks GPT-4.5 fell short, and the surprising story behind Apple’s long-standing grudge against NVIDIA.

Key Moments from the Interview

00:00 – Intro
The high-stakes race for superintelligence.

01:30 – What's Wrong at Meta?
Why Llama struggled and Behemoth might never be released.

05:15 – The Billion Dollar Talent War
Zuck’s spending spree and the true motivation behind it: "It's not the money, it's more the power."

11:45 – OpenAI vs. Microsoft
Breaking down the "weird ass deal" and who really holds the cards.

18:20 – His Views on GPT-4.5
"Too slow, too expensive," and the months-long bug that derailed OpenAI's big bet.

23:00 – Why Apple Hates NVIDIA
The untold story of "Bumpgate" and a corporate feud that's hobbling Apple's AI ambitions.

28:10 – The Case Against On-Device AI
Why the cloud will dominate and the security argument doesn't hold up.

33:40 – NVIDIA's Iron Grip
Can AMD really compete? Dylan explains why NVIDIA is still "God" in the chip world.

41:00 – The Future of White-Collar Work
"The junior software engineering market is nuked."

45:30 – Who Wins the Superintelligence Race?
Dylan's final prediction on who will get there first.

Full Interview: