Dylan Patel

I will stop using the word pansy as an insult because it's etymology is actually really interesting and cute. https://t.co/PuG0F21McN

In Korea, found this Tteokbokki spot ran by 2 elder ladies I asked if they took card She shook her head, spoke some Korean, walked out, waved me to follow We went to a 7/11 She pointed at some cigarettes, which I bought for her, 3500 won, $2.46 Went back and got served this meal https://t.co/RDIAy8MgcH

@brandonrgoff Too bad the company got bought up and shit down Still the high school mascot I remember watching Monsters Inc as a kid in that theater, OG

10,000 people live in Cairo Georgia, twas a cool place to grow up It's pronounced Kay-roh btw https://t.co/6lWqRABkOk

Microsoft's initial plan was to leapfrog both Google and Amazon to become the largest tech infrastructure company in the world. Then they got scared. They backed away from OpenAI, backed away from some leases, and even slowed down their construction pace for major datacenters.

@MuGong15 @OopsGuess 26 people work at SemiAnalysis and we provide research and consulting to most major tech firms in the world.

AMD software is improving rapidly Cuda isn't a moat forever, but Nvidia is building new ones with the Python DSL, Dynamo, and more Meanwhile Nvidia hardware advantage is huge this year, but perf/TCO of 355X has attracted some customers MI450X is actually competitive with Rubin

Pre-ICLR pitstop in Taiwan, and @MichaelWornow decided to go fully unhinged with the 10 decker burger which is an on menu advertised item Who said Americans were the only fat pigs I'll be in Singapore from 23rd to 27th and Korea from 27th to 3rd if anyone wants to meet up https://t.co/9EqzwdhSd8 No Whale to be found in Taiwan https://t.co/WU2ZSrT2BV

@cis_female @kipperrii This is backdoor vs not at all doing

My brain is so cooked I thought he was talking about the AI startups that VCs love or how companies report different software eval scores with and without model scaffolding

Huawei's new AI server is insanely good People need to reset their priors This is why banning H20 without banning tools and sub components is idiotic because Huawei is not far behind H20. The admin needs to act fast to slow down Huawei's ramp or the H20 ban will be useless

I realized all the AI safety folks treat successful alignment of AGI & ASI as if the digital god treats us in one of two ways. 1. A pet, like a dog or cat 2. You are the parents or grandparents and the ASI is helping us with tech support logging into facebook or fixing the wifi

It's no longer a fry tax, it's a fry tariff

@rinadalanakrih We can make it so kids and felons are allowed to drive Rinad. Society needs it https://t.co/VU5SK0DLCT

OpenAI succesfully wasted an hour of time for every person in pre-training by making them pay the upmost attention for insane possible alpha, but subsequently having none https://t.co/sNdhMw4Z0I

Key technical and semicap post if you want to be up to date on the latest in lithography and patterning of leading edge semiconductors

The tariffs are much more complicated than they seem Industry and the market are misunderstanding the ramifications We cover everything from fabs to packaging to servers to cables to optical modules to datacenter equipment The impacts differ greatly We also found a huge loophole

@I_loves_deep_nn Crazy selfie

the amount of parameters they lost seems to coincide directly with the tariff % on Taiwan... coincidence?

the volleyball indians are having anchor babies in america older bro gonna have a baby boy! whole fam and friends celebrating in albany ga the last video my part goes hard a f at the end https://t.co/Adq0r16U5k

Imports rocketed up in Q1 cause of impending tariffs which made GDP look bad Now big inventory destocking in Q2, temprarily lowering imports with hope tariffs go away That means GDP goes up temporarily, which Trump is def gonna champion as tariffs growing the economy

Alibaba and Deepseek upcoming releases mog Meta to be clear

Shut it down @sama It's gone too far Thank God for tariffs delaying AGI

@typo_female Hmmm VW is much worse TBF AMD does good engineering, ATI is def integrated Pensando is def bad

This pic goes so hard with the military and intelligence community in the crowd at the Citadel Military College This event is sick so much happening here I asked for permission to tweet this pic https://t.co/pRJJy7Z7P2

The US policy of strategic ambiguity around Taiwan is funny. Trump's tariff announcement stream yesterday said it unequivocally. Taiwan is a country! 🇹🇼🇹🇼🇹🇼🇹🇼🇹🇼🇹🇼🇹🇼 https://t.co/4ZJ1hdOHdk

Gas turbine permitting in Memphis Tennessee is very contentious Elon and https://t.co/cCtIRbUHKB are gonna be fine but some these posters are hilarious https://t.co/Uq3yeNcJT9

Peltier cooling is generally a meme but it's actually in high volume use All 1.6T trancievers with EMLs including Nvidia LinkX ship with a peltier cooler for the laser Phononic has shipped over 30 million They had a peltier freezer with ice cream that was delicious Made on wafers https://t.co/xf9p6Z9Mip

Datacenter capex is going to 0 Grok struggling deploying Anthropic extremely low rate limits for paid + Cursor Google not offering 2.5 on API OAI not serving o3, struggling to serve 4o image Azure, still not serving many models including o1, o3, deep research, 4.5

Ghibli images have dramatically reduced the signal to noise ratio of anime pfp in hardware and AI TPOT