Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization

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Nvidia is going to have better networking than you. They're going to have better uh HPM. They're going to have better process node. They're going to come to market faster. They're going

to be able to ramp faster. They're going to have better negotiations with whether it's TSMC or SKH Highix and the memory

and silicon side or all the rack people or like copper cables, everything. They're going to have better cost efficiency. So, you can't just like do

the same thing as Nvidia. You have to really leap forward in some other way. You have to be like 5x better.

Dylan, welcome to the podcast. Thank you for having me. We've been trying to get you for a while. you're a busy man. Uh but uh but

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