Dylan Patel

"I went to a rationalist meetup and it was so bizarre. It took them 30 minutes to decide where to eat. I thought because of all the long blogs about being effective, they'd be efficient humans, but nope."

Just so everyone knows how stupid this "architect" is, he said Gemini was trained on GPUs. He has no clue about his own infra let alone external. This is why expert calls are the funniest shit ever because people constantly say incorrect things. There's a ton of Coreweave cope that's wrong in there too

Moral at Samsung is so bad that hundreds of qualified engineers applied to SK Hynix for 3 etch engineer job listings they posted. What % of Samsung etch engineers was applied? Note this is South Korea where job hopping isn't really the culture either. https://t.co/faCqgoQjA6

Marketing people are becoming cookie cutter smooth brained zombies. Like the imec and Intel ones are fine, not my favorite, but the Micron is just a step too far. All the soul has been taken out the new logos A company should go the opposite direction and be all colorful and fun https://t.co/oqRWtcmStC

@RiyanMendonsa @Scobleizer @kaifulee @dwarkesh_sp OCP da best

Man's finally gonna stop sandbagging Trainium 2 ramp https://t.co/o4w0y6qLhY

@sky1nfinity @TheStalwart @tracyalloway Ya too high

Datacenter Anatomy Part 1: Electrical Systems Meta Datacenter Scrapped Datacenter Bill Of Materials By Component Transformers, Switchgear, Redundancy, UPS, ATS, OCP Busbar, Generator Sets, Substation Vertiv, Schneider Electric, Eaton, and many more https://t.co/O9iQdGOVEA

Horace decided to forgoe the hackathon and instead work on getting even more cracked at typing pytorch APIs @cHHillee https://t.co/g2i4V2o4Dp

Ohhh no Husbany You lrose memory and foundry Now we are homeres https://t.co/yzqi7Me4rA https://t.co/CFYQdYUEyn

According to @ylecun tweets, this is not research.

Why did Japan bomb Hawaii and now they love being tourists there? Imagine if the US did this The tourism industry would be so fucking back

@JordanNanos well a lot of end customers unintentially have access to BMC cuz the provider didnt secure properly so lot of folks are now neoclouds

@ssurajchawla @gpunet See posts on the site that discuss this

@JordanNanos Together does large prepays and adds on top the bare metal so wouldnt just call them broker like the other brokers.

@ssurajchawla @gpunet Way higher in the US

@ps5_expert_play There's a few funds training on live h100 pricing already with our data but no futures yet

@ns123abc @SemiAnalysis_ @dwarkesh_sp @Microsoft @AnthropicAI @OpenAI https://t.co/r2rdAXT8Nm

AI Neocloud Playbook and Anatomy H100 Rental Price Cuts AI Neocloud Giants and Emerging Neoclouds H100 Cluster Bill of Materials and Cluster Deployment Day to Day Operations, Cost Optimizations Cost of Ownership and Returns https://t.co/NzQSnRphVe

@PytorchToAtoms The power of autism is infinite

@MarkVora Ain't no way an LLM can generate that

In response to the societal risk of automating jobs, the potential for people to succeed in the new world and the potential of luxury gay Communism, I had a fire response. https://t.co/3AJwwrszF1

@ishan_desai_ Fireworks is

@RhysLindmark 22 20k A100 24 100k H100 *

@hashemim86 @modestproposal1 They aren't but their providers are.

@ishan_desai_ Meta and Microsoft do but there's lots of challenges yes

@hashemim86 @modestproposal1 The capex is mostly the accelerators. The DCs are being built in mind with filling them out. The DCs aren't fully built year 1. We aren't mixing capex and opex.

@hashemim86 @modestproposal1 It's not impossible to say of you track accelerator supply chain, OEM ODM, and DC supply chain https://t.co/frahauIDRt

@hashemim86 @modestproposal1 Yes the quote is about OAI needs. We have forecast for each firm on a building by building basis. https://t.co/aGi0a7kJQw

@hashemim86 @modestproposal1 What do you think OAI capex is next year (through Microsoft, Coreweave, Oracle) Hint it's high