Dylan Patel

Got some new announcements including new launche + company updates below We hit 17 folks globally /w 2 office locations, most of our revenue comes from industry models and consulting With that comes our new site, leaving Substack, and new site features 1/5 https://t.co/vHUX72BzSW The first free feature we are launching is the die yield calculator. This includes many features such as different wafer/panel sizes, various yield models, and much much more. This can be used to understand costs of chips and the manufacturing cost. https://t.co/3gWZpdbPNT 2/5 https://t.co/S0xnbSf9si Given most our business is data and consulting, we are launching …

AI Saftey people are deeply unserious. Thomas Edison, a tech bro, electrocuted elephants with AC power just prove that Nikola Tesla, another tech bro, had dangerous technology When will an AI Saftey organization kill an elephant with AI to prove the risk? https://t.co/w57NM4RKA8 https://t.co/xn1oHzxsZi

@sky1nfinity That's the point though. What if I meme it into existence by the LLMs.

Decided to dress up as a fraud for Halloween I scared the ever loving shit out of the Ernst & Young https://t.co/gXwbwF8bAu

AI reveals all frauds Supermicro accounting, stuffing channels, having servers shipped to China $SMCI Bank research is actually SemiAnalysis reports in bullet points Half the bullet points are ctrl + c / ctrl + v They didn't even rephrase with chatGPT 😭 https://t.co/NzQSnRphVe https://t.co/8yTQvQt7T3

SemiAnalysis has a Singapore office and is looking for full time folks for in person roles analyzing the supply chain of AI infrastructure Passion for AI, datacenters, or semiconductors required Technical engineers + ex-buyside roles available, new grads welcome

Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions Huawei Fab Network, WFE Vendors Cry Wolf, Framework for Future Controls https://t.co/OvWQkZwBQd

6 days later https://t.co/RiQmdkglqW

There's 3 possibilities if it isn't BS reporting like they did with Huawei 910B just earlier this week. 1. Comparing N4 in Arizona vs N3 in Taiwan 2. Favorable mix of Apple SoC w/ fewer metal layers vs HPC in TW w/ more 3. Has newer tools like ASML 3600D vs 3400C, better overlay To expand more. They could be comparing Arizona making a shitload of apple chips that are small and therefore have much higher yield versus complex HPC chips that are large and have more complexity in the metal layers. Those additional metal layers You were lithography tools as well as other deposition etch etc will always have minor improvements and upgrading old t…

"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