PERSON DIRECTORY
Shaun Maguire
Shaun Maguire appears in 1 indexed conversation across Sequoia Capital. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis
Dylan PatelShaun MaguireSonya Huang
Hardware-software-model co-design can turn three 2x gains into 100x, creating model-silicon lock-in and shifting CUDA’s moat toward ecosystem gravity.Demand is outrunning compute supply: Anthropic’s Opus 4.8 API margins exceed 80%, but leveraged buildouts remain exposed if useful model work stops expanding faster than capacity.