Dylan Patel: NVIDIA’s New Moat & Why China is “Semiconductor Pilled” Channel: The MAD Podcast with Matt Turck85K views • 19/02/2026Related VideosDylan Patel of SemiAnalysis: Why Hardware-Software Co-Design Is AI's Real 100x@Asianometry & Dylan Patel — How the semiconductor industry actually worksDylan Patel in conversation with Supermicro CBO Vik Malyala │ Building AI at Scale