← Influencer libraryEdition 2026-10-10, preview.
THE LIBRARY

Dylan Patel

653 items collected

653 matching items · newest first

XPost

Usage share of OpenAI grew vs Anthropic yesterday despite Mythos 5 / Fable 5 launch Multiple power users at SemiAnalysis tried Mythos / Fable Got refusals for nonsensical reasons Got pissed off at Anthropic Gave Codex a legitimate try Now they actually prefer it to 4.8 Opus https://t.co/QXlmVl1wA4

XPost

@ashergmi InferenceX has run every day for 9 months on all the latest models and all the leading AI chips!

XQuote

DeepSeek Inference Analysis Day 0 GB200 NVL72, Blackwell, AMD MI355X Huawei performance analysis Performance every day over time for the past 44 days

XPost

Qualcomm is a piece of shit supplier to anyone trying to innovate on the edge, especially startups. My client is trying to buying ~500,000 of SoCs and wants them to be American because patriotism. Instead Qualcomm has them waiting months to even get pricing, just to be quoted with 80% margins at lead times that are not competitive with overseas suppliers. They're about to ship the M1: 37g, IMU, Camera, NPU, CPU, WiFi/BT, entirely hardware synchronized and designed for mass-manufacturing. Hundreds of thousands pre-ordered, scaling to millions, for next-gen devices for robotics, automotive, night vision... Client wants to build American but the…

XQuote

I love that people reposting what we said miss most of what the note says. Happens all the time.

XPost

Windows before Jensen revolutionized the PC were dark days Now we have NX1 and all problems will be solved https://t.co/wTvR66lsjG

XPost

When you go into something with apprehension, you're going to end up with repulsion

XThread part

@crowfry @VcWabKDHN9OVdYq @DratchCap It is the wild west as everyone is trying to figure out a way to quantify the unquantifiable right now as everyone who uses AI can see it isn't nothing despite only entering the official stats as either tokens or capex.

XPost

Obtuse, rubber goose, green moose, guava juice Giant snake, birthday cake, large fries, chocolate shake

XQuote

Breaking: Andrej Karpathy just filed his Q1 2026 13F. Here's everything you need to know about his recent 13F Top 10 positions: 1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04B 2. Nvidia - $NVDA - [Put] — $1.57B 3. Oracle - $ORCL - [Put] — $1.07B 4. Broadcom - $AVGO - [Put] — $1.01B 5. Advanced Micro Devices - $AMD - [Put] — $969M 6. Bloom Energy - $BE — $879M 7. SanDisk - $SNDK — $724M 8. Micron - $MU - [Put] — $584M 9. CoreWeave - $CRWV — $556M 10. Taiwan Semiconductor - $TSM - [Put] — $535M New positions: • $SMH, $NVDA, $ORCL, $AVGO, $AMD, $MU, $TSM, $ASML, $INTC, $GLW — all puts • $MU [Call] — $422M • $TSM [Call] — $355M • $SNDK [Ca…

XQuote

Since going on @creatine_cycle podcast 1.5 months ago, I have lost 4.8 pounds of fat and gained 4.6 pounds of muscle. Swole as a service works. https://t.co/TTg4xtst6z

XPost

When you're sad you can either become and emotional eater or an emotional lifter. The latter is so much better.

XPost

I wish you could filter resteruant reviews and rankings on Google maps searches for by race Gotta authentic ethnic food max Too much overly fancy slop catered for the masses

XPost

"What's the SemiAnalysis reader gender ratio?" Oh it's at least 90% men, so more 9's than the Claude API

XPost

Whenever I make a group chat green, I now get to proudly proclaim it as goblin mode

XPost

Are babies and relationships measured on the same time scale? After 18-24 months you start measuring in years.

XPost

Thank god these drones run on the American tech stack https://t.co/wtLT9rNjkr

XQuote

3 hr notice I had over 50 people come to the coffee shop incl a guy who brought his GPU for me to sign. Crazy! https://t.co/wYOX2l15Z0

XPost

@elegantunivers9 Ya he was at the bar local edition, so I walked upnand asked him what it was

Collection coverage

facebook: unchecked

linkedin: linked

podcast: unchecked

reddit: unchecked

substack: linked

web: linked

x: linked

youtube: unchecked

Edition 2026-10-10, preview.