Dylan Patel

There's quite a bit of CCP funded anti datacenter and anti AI organizations. Just follow the money.

https://t.co/7IORR6Lbve

God damnit, every one of my AI founder friends who actually have revenue are now just transforming into neoclouds with value add on top

Remember kids When someone says ARR is not annual reoccurring revenue It's annualized run rate, btw most this shit is 1 time and lumpy

Holy shit have y'all seen Anthropic ARR? As measured by last 1 hour at 2PM times 8760

Incompetence in grid modeling is causing US ratepayers to pay $12B more than necessary. The auction system of PJM is damaging to building more capacity. The US needs market based reforms.

If a bagel can have everything, so can I

I was gifted this for my birthday a couple months ago but I have no clue who gave it to me. Does anyone know https://t.co/iBriAdne3E

Everyone in SF is talking about OSL, but no one wanna talk about ISL and cache hit rates :(

Team just posted a note with the title "I can make your Bedrock" to discuss Amazon bedrock revenue mix to institional clients. Incredible title https://t.co/CGBXaNoHhc

Her "Do you know Thom Browne?" Me "The Anthropic cofounder? Ya he's a legend!" https://t.co/oWggWPERkY

Shrek is love, Shrek is life https://t.co/3QUhTosgFd

YC mantra is "talk to your users" Yet every good AI or software founder I know secretly thinks their users are retards

"Everytime Googlers leave, the TPU ecosystem grows stronger" Deepmind friend coping so hard in my DMs rn

IS JEFF DEAN LEAVING POSITIVE OR NEGATIVE FOR BMC

People ask me why Micron trades at a multiple to SK Hynix now that the ADR exists. It's very simple. Corporate governance exists.

@swyxio @iScienceLuvr @SemiAnalysis_ Haha my bad Ijust yoloed it https://t.co/iwLFOnzknl

@swyxio @iScienceLuvr @SemiAnalysis_ Wait did u make a version of this?

Learned about how Samsung does capacity planning. Most retarded organizational structure ever

@RothRottweiler @aqib_zakaria @hamandcheese @SemiAnalysis_ Idk about all that chief. We have more compute for China mapped than this

@LeoMcKeeReid @jaiyagill @SemiAnalysis_ Everyone as in normies. Yes people do have ur concern but it's really the minority of people (although very informed)

@pequityresearch We said CPO on accelerator scale up. We never said CPO on scale out switches.

The funny thing about Anthropic and OpenAI people saying they want to slow down AI progress is that this is what Anti Trust mechanisms were built for. It's illegal to collude and slow down AI progress.

@ArjChi If u don't I will

@creatine_cycle "Dinner"

Love that all FinTwit people making fun of Leopold still get mogged by his returns this year. Leopold is a great guy and he's extremely in tune with where the world is headed.

Slowing down AI is a ultimately wishful thinking The genie is out of the bottle The most importan competition ever with potentially immeasurable benefits to the winner will not suddenly have people stop and sing kumbaya While many lab employees have signed, many more havent. Practically none at some labs less than 6 months behind have.

Many don't know this but the collapse of the Bronze Age is what led humans to developing test-time compute, also known as an internal monologue. When civilization collapsed, writing systems disappeared across much of the eastern Mediterranean. Trade networks broke. Specialized bureaucracies vanished. Knowledge could no longer be offloaded to institutions. Humans increasingly had to simulate, plan, and reason locally rather than rely on civilization as external memory. We replaced external embeddings with internal compute. The next transition may be the reverse: civilization increasingly becomes our external reasoning engine, while humans spec…

Impressive that Huawei shipped this first after Nvidia / Groq and AMD / Cerebras announcements.

Coincidentally AMD has a product named Verano. Competing with Nvidia's Vera CPU. The pun, Vera No writes itself. It's attached to MI500. It is on 2nm, and generally has more cores, memory. We described it back here in February. https://t.co/Fz6fps7iM8