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

a16z • August 22, 2025

a16z

About

a16z is a venture capital firm that invests in software eating the world. Each week, we share videos on technology trends and advice for building companies. The views expressed here are those of the individual personnel quoted and are not the views of a16z or its affiliates. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors and may not under any circumstances be relied upon when making a decision to invest in any a16z funds. PLEASE SEE MORE HERE: https://a16z.com/disclosures/

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

a16z

About

Latest Posts

Why AI Moats Still Matter (And How They've Changed)

How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning

Marc Andreessen and Ben Horowitz on the State of AI

"Is there an AI bubble?” Gavin Baker and David George

You May Also Like

Tech Upgrade Essentials

Seasonic Focus V4 GX-1000 (ATX3) - 1000W - 80+ Gold - ATX 3.0 &amp; PCIe 5.1 Ready -Full-Modular -ATX Form Factor -Premium Japanese Capacitor -10 Year Warranty -Nvidia RTX 30/40 Super &amp; AMD GPU Compatible

Skytech Legacy Gaming PC Desktop, Ryzen 7 9800X3D 4.7 GHz (5.2 GHz Turbo Boost), NVIDIA RTX 5080 16GB GDDR7, 1TB Gen4 SSD, 32GB DDR5 RAM 6000 RGB, 1000W Gold ATX 3.0 PSU, 360 ARGB AIO, Wi-Fi, Win 11

HP Victus 15.6&quot; 144Hz FHD Gaming Laptop, Intel i5-12450H, 32GB RAM, 1TB PCIe SSD, NVIDIA GeForce RTX 3050, Backlit Keyboard, HD Webcam, Win 11, Blue, 256GB Docking Station Set

Acer Swift X 14&quot; FHD Laptop, AMD Ryzen 7 5825U, NVIDIA GeForce RTX 3050Ti, 16GB RAM, 512GB SSD, Windows 11 Home

AtomMan G7 Pt Mini PC AMD Ryzen 9 7945HX(16C/32T, up to 5.4GHz) 32GB DDR5 1TB PCIe4.0 SSD Micro Computer, HDMI+DP+USB-C Output, 2.5G LAN, WiFi7, BT5.4, 4xUSB AMD Radeon RX 7600M XT Graphics Gaming PC

STGAubron Gaming Desktop PC, AMD Athlon 3000G 3.5G, Radeon RX 580 16G GDDR5, 16G RAM, 512G SSD, 600M WiFi, BT 5.0, RGB Fan x4, Windows 11 Home

OHLPRO Tablet Holder for Car, iPad Holder for Car Air Vent Mount, Universal Dashboard Windshield 2-in-1 Cradle TPU Suction Sticky Gel for iPad/iPad mini Samsung Galaxy Size 6&quot;- 10.5&quot; iPad Car Holder

Corsair Vengeance LPX 32GB (2 X 16GB) DDR4 3200 (PC4-25600) C16 1.35V Desktop Memory - Black

EVGA 1000 GQ, 80+ GOLD 1000W, Semi Modular, EVGA ECO Mode, 5 Year Warranty, Power Supply 210-GQ-1000-V1,Black

Crucial X9 4TB Portable SSD, Up to 1050MB/s, USB 3.2 USB-C, External Solid State Drive, Compatible with Windows, Mac, &amp; Android, Reliable Storage for Games, Files, &amp; Backups, Black - CT4000X9SSD902

Crucial X10 Pro 4TB Portable SSD, Up to 2100MB/s Read, 2000MB/s Write, 3.2 USB-C, External Solid State Drive, Durable Storage for PC &amp; Mac, for Professional Creators, Black - ‎CT4000X10PROSSD902

Crucial X9 Pro 4TB Portable SSD, Up to 1050MB/s Read &amp; Write, 3.2 USB-C, External Solid State Drive, Durable Storage for PC and Mac, for Professional Creators, Silver - ‎CT4000X9PROSSD902

Crucial T705 4TB PCIe Gen5 NVMe M.2 SSD - Up to 14,100 MB/s - Game Ready - Internal Solid State Drive (PC) - +1mo Adobe CC - CT4000T705SSD3

Gamdias PCIe 5.1 &amp; ATX3.1 Gold 1000W Power Supply for GeForce RTX 5000 Series, 1000W Fully Modular ATX 80 Plus Gold Computer PSU for Gaming PC Desktops, Low-Noise Fan, Helios P2-1000G

Pc Motherboard Fit for Gigabyte B560M AORUS Elite LGA 1200 Micro ATX Intel B560 DDR4 128G SATA M.2

TP-Link AC1300 USB WiFi Adapter (Archer T3U) - 2.4G/5G Dual Band Wireless Network Adapter for PC Desktop, MU-MIMO WiFi Dongle, USB 3.0, Supports Windows 11/10/8.1/8/7/XP, Mac OS 10.9-10.14

TP-Link WiFi 6 AX3000 PCIe WiFi Card Archer TX55E - Bluetooth 5.2, 802.11AX Dual Band Wireless Adapter with MU-MIMO, OFDMA, Ultra-Low Latency, Supports Windows 11, 10 (64bit) only

TP-Link AC1300 High Gain WiFi USB Adapter (Archer T4U)- Dual Band Wireless Network Adapter for Desktop with 2.4GHz/5GHz High Gain Antennas, MU-MIMO, Support Windows 10/8.1/8/7/XP, Mac OS

TP-Link Mini - AC600 USB 2.0 Wifi Adapter (Archer T2U Nano) - 2.4G/5G Dual Band Wireless Network Adapter for PC Desktop, Mini Travel Size, Supports Windows 11/10/8.1/8/7/XP, Mac OS 10.9-10.15

Loading...

Seasonic Focus V4 GX-1000 (ATX3) - 1000W - 80+ Gold - ATX 3.0 & PCIe 5.1 Ready -Full-Modular -ATX Form Factor -Premium Japanese Capacitor -10 Year Warranty -Nvidia RTX 30/40 Super & AMD GPU Compatible

HP Victus 15.6" 144Hz FHD Gaming Laptop, Intel i5-12450H, 32GB RAM, 1TB PCIe SSD, NVIDIA GeForce RTX 3050, Backlit Keyboard, HD Webcam, Win 11, Blue, 256GB Docking Station Set

Acer Swift X 14" FHD Laptop, AMD Ryzen 7 5825U, NVIDIA GeForce RTX 3050Ti, 16GB RAM, 512GB SSD, Windows 11 Home

OHLPRO Tablet Holder for Car, iPad Holder for Car Air Vent Mount, Universal Dashboard Windshield 2-in-1 Cradle TPU Suction Sticky Gel for iPad/iPad mini Samsung Galaxy Size 6"- 10.5" iPad Car Holder

Crucial X9 4TB Portable SSD, Up to 1050MB/s, USB 3.2 USB-C, External Solid State Drive, Compatible with Windows, Mac, & Android, Reliable Storage for Games, Files, & Backups, Black - CT4000X9SSD902

Crucial X10 Pro 4TB Portable SSD, Up to 2100MB/s Read, 2000MB/s Write, 3.2 USB-C, External Solid State Drive, Durable Storage for PC & Mac, for Professional Creators, Black - ‎CT4000X10PROSSD902

Crucial X9 Pro 4TB Portable SSD, Up to 1050MB/s Read & Write, 3.2 USB-C, External Solid State Drive, Durable Storage for PC and Mac, for Professional Creators, Silver - ‎CT4000X9PROSSD902

Gamdias PCIe 5.1 & ATX3.1 Gold 1000W Power Supply for GeForce RTX 5000 Series, 1000W Fully Modular ATX 80 Plus Gold Computer PSU for Gaming PC Desktops, Low-Noise Fan, Helios P2-1000G