Dylan Patel

@elegantunivers9 I talked to him the other week about this! It's a cap that filters air. Works better than wearing an N95, and has positive air pressure so pushes away any airsols going to ur face from someone else talking or coughing.

@heyJaayy @AnthropicAI Revenue growth

people who type with capslock are kinda fakers when i am crusing with caps, I HOLD DOWN SHIFT KEY WITH MY RIGHT PINKIE EXTREMELY HARD! THE EMOTION IS FLOWING THROUGH TO MY TEXT i often imagine others do this with capslock but you cant ever tell if they are really pushing down

How close are models to building a perfect Slack clone with less than $50,000 of tokens? I feel like not that far... https://t.co/M5xN2oTGyR

SpaceXAICursor IPO gonna be crazy

Johny Sroji, the GOAT who made Apple silicon program what it is, is now in charge of all hardware at Apple as Chief Hardware Officer https://t.co/sJrtay56V3

Intel is so fucking back Long road ahead but @LipBuTan1 is the man for the job He is making many long term principled decisions Despite my long term optimism, I believe numbers won't be great in the short term because the PC market getting nuked from memory prices + MacBook Neo https://t.co/EkqU76qJ0y

Social media intern made me a terminally online LEGO 😭

People ask me how I choose what model to route queries to. It's simple. Claude gets knowledge work anything below that would be degrading Claude equivalent to having John von Neumann clean my toilet

The Information wrote that Meta consumes 60.2T tokens per month, or ~750M per employee. Meta is getting absolutely token-mogged by us currently. SemiAnalysis employees consume 1.86B tokens per month. From our Tokenomics Model post "Everyone Keeps Estimating Token Prices Wrong" https://t.co/BbrCZr8oks

Big new things from SemiAnalysis coming soon. TEM images of 🤫 https://t.co/jw8EBlusQE

I want to speak directly about a situation involving a former employee and recent legal filings. This is not something we take lightly. In January 2026, SemiAnalysis terminated an employee due to severe misconduct. The former employee demeaned coworkers, came to work drunk, refused to work with certain SemiAnalysis employees, caused repeated workplace disruptions, made an inappropriate sexual comment to a coworker referencing another Company employee by name in a demeaning and sexually explicit manner, and engaged in other misconduct. SemiAnalysis filed suit against this former employee in San Francisco on Friday, March 27th 2026 for breach…

NVIDIA has now open sourced their trtllmgen MoE kernels! Great to see that parts of NVIDIA move towards open kernels! open source kernels drive innovation It is now time for SemiAnalysis to nag NVIDIA to open source their trtllmgen attention kernels too!

Can I short myself?

Microsoft Office 365 is such a dog shit product. Literally been breaking for the last 2 weeks when we try to buy more licenses. We use Gmail and Slack, so it's silly to even use this. Sharepoint is buggy a f too. Why no one else make a functional collaborative file systems :( https://t.co/kO9ur2JYeP

Silicon Welfare: Nvidia GPUs are happiest when they are running Claude Capybara

Our hackathon was sick and and there were so many cool projects there that are actually useful. Check out the thread to see the projects

People naming their product AGI is so funny Arm AGI CPU Amazon AGI https://t.co/4PvHid0l8c

We gonna see US to divert LNG ships to Korea and Taiwan going into the hottest summer on record for Europe, just so we can keep the semi production going.

We are hiring anyone who has deep technical expertise in lithography Jeff the 3rd employee at SemiAnalysis worked on the reticle + source In fabrication, team has experience engineering at Lam Research, TSMC, Intel Tons of fun technical research, analysis, consulting to work on👇 List of interesting roles we have with descriptions. If you dont fit the box we are agile and can figure it out Lead Wafer Fabrication Equipment & Foundry WFE Junior Semiconductor Manufacturing & Architecture Member of Technical Staff Hardware Engineer https://t.co/q3Neblgwbp

Jensen name-dropped me in the keynote and posed with our belt. He has a physical belt too but they just showed the pic Intially I made fun of the 35X perf improvement being bogus, I thought it was an exaggeration of performance Turns out he was sandbagging, and perf is 50x https://t.co/q5lLa61Hyh

I'm the author of the first chapter in the book, "Teaching Sand to Think" Julia kicked ass with this book, it's visually stunning and has so many awesome contributors

I just witnessed someone in front of me market buy Nvidia stock as Jensen is talking and then post screenshots on WeChat alongside his view from the crowd

Im a speaker presenting InferenceX and had to ask a top executive for passes fwiw We aren't "analysts" either lol https://t.co/YnQ5YC3PCA Top customer, too analyst, in the back 😭 https://t.co/9WnLT6NYoW

Deepseek v4 still not released Alibaba Qwen going closed Western open weights models slacking In these dark times for open source, who will save us? Alliances must be made, brothers must band together! A world of only closed source AI will lead to consolidation of power! Tyranny!

Did you know that Eupoor's are also weaker When they have a bar and plate on each side, thats 60kg When Americans do that thats 135lbs The standard Eupoor does 3lbs less per typical lift as a result

OpenAI Codex 5.4 + CLI sucks Lazy as fuck and slow, it just uses my local files, tries to make up an answer from that rather than creating something Doesn't have plugins like this https://t.co/gJA8lSKtVa No /statusline to auto config my status bar either https://t.co/QZPpR8G4y6

https://t.co/C2H7tE2Z4d

Our hackathon on Sunday is gonna be HUGE We have many participants from every major AI lab, and sonmany sick speakers like @cHHillee Power to Prefill, Dirt to Decode, A Full-Stack AI Infrastructure Hackathon Limited spots, apply now https://t.co/8ITqQLwVUy

Anne is killing it. Here's my quote from the press release Kernel generation is key for improving performance and efficiency of AI hardware. As fleet sizes for users of AI hardware get larger, and more hardware diversity is introduced, Standard Kernel becomes key to deployment.” https://t.co/CJ4fzBtAJI