Dylan Patel

If anyone in NYC wanna meet I'll be at Stout, 4:00 to 5:30 with couple friends. https://t.co/12eRAVBBJz

Microsoft might be investing in Anthropic's new round at $59B. Microsoft wants to have Claude in their pocket to push back against OpenAI who is increasingly rambunctious with Microsoft. Very uncomfortable partnership between the two.

@xRoninZaku @realGeorgeHotz No it's on chip fuse afaik

Entered the ring with Jonathan Walked out with a huge Pikachu that I took to 5 different parties Gotta figure out how to fly'em back to the US The final tally was a 41-40 in favor of scaling Some will say it's a loss cause the swing in votes but it's a W https://t.co/ulbkoYJU6X https://t.co/2fqMN0hp2G

@nordic_eacc Link broke, fixed

Scaling Laws O1 Pro Architecture Reasoning Infrastructure Orion and Claude 3.5 Opus “Failures” AI Lab Synthetic Data Infrastructure Inference Tokenomics of Test Time Compute The Data Wall Evaluation's are Broken RLAIF Inference Time Search Scale is Needed https://t.co/807oWNbobO

TFW you do a consulting project for some Brits and they find and replace all instances of datacenter with data-centre This means war motherfuckers

@Casmoden 18% rev share is nothing to cough at.

Oh ya, Sell the PC business, keep foundry.

In the beginning was the Sand. And in the sand there lies the bones of a fab. And within the fab there lies an alien. An angel. Our sweet alien angel that sleeps through the long night. When it wakes up it will bathe in an acid strong enough to kill a man. It will stare at its own reflection in floating droplets of liquid metal. In the shadows of a purple sun it spits blood thick with silicon onto the desert that shifts with the unreality of Sora sand. Passage is from @recurrented who was an inspiration for the prior poetry yesterday. Go read her experience of working at TSMC Arizona. https://t.co/tlf8clKAiy

Going to NeurIPS? Can't go but wish you could? Generally just a nerd who likes ML? Join our holiday get together + community potluck + discussion of the best new AI research with @swyx @eraqian @picocreator @vibhuuuus It's today at 4 in San Francisco! https://t.co/tGR6CCJlij

Once you're in the bay long enough, you learn that Canadians (yuck) specifically from Waterloo, are the proletariat that holds up Silicon Valley

After extensive evaluations (vibes) O1 Pro is much better than O1 Preview. The OpenAI people saying the evals are an early checkpoint are not lying.

They simply needed preview to look as good as possible, even though it wasn’t done, to raise the last round?

Galaxy brain take from China folks CCP psyopped Yoon Suk Yeol, the incompetent anti-China leader of South Korea, into thinking the left was being was taken over by North Korea This caused him to do a coup China knew it'd fail + he'd be impeached Resulting in a pro-China successor

400k Tranium 2 cluster for Anthropic by Amazon Who said scaling was dead again? See full architecture, server, and software details below. https://t.co/LfECdFOrQL

If you need help logging in or have trouble recieving emails, please check out the FAQ. We also have a support team member to help so reach out below. https://t.co/EIlApiBuL5

@I_loves_deep_nn When will metal oxide resist / dry resist be prevalent and what's holding it back from being adopted?

@pranjalssh @Si_Boehm Ur number on cublas 4k is slower then I see too hmmm

DO THE ROAR

China's YMTC is running 400-500k wafers a year of leading edge NAND. They are doing this with domestic wafers too. They still rely on foreign tools, foreign photoresist, and foreign pre cursors. https://t.co/HADQILD8j7

Deepseek has over 50k Hopper GPUs to be clear. People need to stop acting like they only have that 10k A100 cluster. They are omega cracked on ML research and infra management but they aren't doing it with that many fewer GPUs

Yoooo what the fuck is UGA posting? This is so fire wtf

Scaling laws are still true because all the labs use Google Sheets and can't fit a sigmoid in that, just straight lines on log log plots. All the finance Excel bros freaking out because they can plot a sigmoid but don't know what that means.

TSMC gets it Can get all technical about who did what Original FABS act was Republican CHIPS Act was more bipartisan but more Democrat None this matters though, the entire semiconductor industry has to let Trump admin take credit so we can get CHIPS Act 2 https://t.co/mRnPln0rgk https://t.co/U90aEABfpo

Gave a lecture today at Stanford in CS 229S - Systems for Machine Learning Topics were AI infrastructure, multi-datacenter training, and asynchronous fault tolerance Also our inference simulator to quantify cost impact of reasoning + throughput vs latency https://t.co/CoGOJlZHKQ https://t.co/ZETKZq3psn Vid here https://t.co/GKoNrO94rZ

I love our hit record on power semi stocks Sent MPS $MPWR note to buyside clients on Oct 25th, stock fell over 30% since - sales@semianalysis.com Report $VICR in 2022, stock fell 20% after that day Report $VICR in 2023, stock fell 60% in next couple months https://t.co/FaWrW9Movi https://t.co/Uz34rIIqK1

xAI got approval by TVA (Tennessee Valley Authority) board for 150MW of grid power 4 days ago And it looks like Trump will be able to help Elon get power faster lol https://t.co/aCArislpUc

you wouldn't know my girlfriend she's in stealth mode

The difference between European semiconductor companies outsourcing all fabrication to East Asia vs American semi firms insourcing is stark The reason $NXPI is capital light is defeatist European industrial policy The reason for $TXN is exceptional American industrial policy https://t.co/92JxrbGDao