Dylan Patel

This is a public cry to not waste the silicon and have better AI infra Rivos, DSF, Grand Teton, Ariel and the cut-down MI450X were defensible on some narrow metric that a group inside Meta Infrastructure was optimizing for, but each was a poor decision for the company as a whole.

I would like to see them TRY STOP THIS https://t.co/MJa57ebRBz

Or he failed to keep it together (Anthropic, Thinky, Core Automation, etc) and bloviated so much about his tech that everyone saw it as existential and it created completion from all the hyperscalers. If he played his cards right I'd bet there'd be no Anthropic or Meta TBD or XAI

When a bi man calls you daddy it hits different

Creative structures are needed to get GPUs in the hands of startups + other companies that aren't Meta, OpenAI, Anthropic, SpaceXAI, Microsoft, Amazon, Google AI Debt Financing will be over $7T of debt outstanding by 2029 driven by needs of neoclouds, DC builders, + hyperscalers

I love Fable 5 and Anthropic https://t.co/BktUO0dAjL

Game was too fun, but we're cancelled now @shamezhemani https://t.co/mObqRqfOFy

When boomer companies get high Anthropic bill, they set spend limits When I see a nearly million dollar Anthropic monthly bill, my first reaction is to complain about use of shitty Haiku models Imagine giving your amazing team, dumb models It's insulting to their dignity https://t.co/n6HZ5syb4i

Everyone is concerned about Chinese models being banned The entire ecosystem of successful AI startups with real revenue are all catching pretrainitus simultaneously.

people in SF be like what's ur superpower "i won the imo" "i got 3900 on codeforces" "I can beat all the leetcoding" Mine is that I can communicate with autistic people.

You're a negative Nancy I'm positive Patel

People don't quite understand how many behind the meter power generation assets are being built for datacenters because the US Grid sucks, despite the higher cost and complexity.

Clients of SemiAnalysis Memory and Accelerator model knew about Rubin Ultra 16 Hi to 12 Hi cut in March :) https://t.co/1ZerQ0igsF

https://t.co/erOUhKyLPb

@PaToFe4 We got some super cool shit from thermofisher getting delivered later this year.

Excited to announce the SemiAnalysis Teardown Engineering & Evaluation Lab (STEEL) We have been building a state-of-the-art teardown lab in Oregon with $10s of millions Capex being spent capable of analyzing the world’s most advanced and important chips and process technologies over the last year and half. We have already generated revenue on advanced datacenter chip teardowns. This is a bit of inconvenient timing for TechInsights as they are private equity owned and currently being sold while having enjoyed virtually no credible competition for decades. This has led to TechInsights underinvesting in CAPEX. SemiAnalysis exceeds TechInsights i…

@ro_rademaker @Bryce_Nortje @firstadopter Idgaf about the stock. I care about my client not being able to build their world bettering products

@RJCcapital Thankfully we have AI so this stuff is fast Also @kimbochen made it after a convo with him. I stole it ofc

@AGIbenchmark Ya and?

My transformers Canadian My silicon Taiwanese Dario’s De’Aaron Fox OpenAI in (GPT) 6 https://t.co/mm6P1ueiVT

@100Accuraci @yacineMTB I've lived in Tennessee before. You have no clue what you're talking about. The most racist people in the US in my experience are those in large cities where people are segregated into different schools, stores, entertainment, etc based on socio economic class

@yacineMTB TN stands for Tennessee stop tryna steal it you Canadian

@psysemis99 @firstadopter Never said sell Intel lol. We believe in Intel

ANTHROPIC NEW ROLE ALERT: Anthropic is currently searching for an American typist for @_sholtodouglas, so he can still access Mythos to continue researching. https://t.co/FecOfG4tB9

OpenAI now just needs to sandbag the next model release So the US doesn't export control them So they gain massive market share It's imperative that all the OAI employees don't vauge hype post their next model release as the greatest thing ever Don't know if they are capable tho

thats pretty insulting to al qaeda

@God_Of_Intel @phithetasigma Intel may be if they had half the leading edge capacity of Intel. They don't. They need to build over 100b more of fabs and tsmc to pause to get to half their capacity.

@LIWEI_TWCapital I didn't release anything publicly. That's yalls fault for reading incomplete. Everyone's scale up on asic CPO timing was 27/28 before, but that was pushed out of Rubin ultra and Feynmen

@phithetasigma They can't raise 40b debt at that cost of capital. Their equity is at a pretty premium price at which they need lot of capex and capacity to execute for.

@theo @SemiAnalysis_ Yes, it does in prod