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ChannelSequoia CapitalTopicSemiconductorsLengthOver 30 min
1:10:15EN
Sequoia Capital· Jun 30, 2026PodcastThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.Infrastructure & deploymentInferenceBenchmarks+3