Dylan Patel

Mfer had the audacity to ask for a raise after this Update, I gave him the raise

Panda Express is partnering with @bryan_johnson They now offer Chow Mein with the Longevity supplement mix added (I'm not eating Panda Express Slop to be abundantly clear) https://t.co/Wyt9dqGYIY

We are all calling this startup Human Sand. Sorry I make the rules, it's a fire name.

Claude code is 1 shotting SemiAnalysis analysts 1 at a time. First it was @fabknowledge then it was @SKundojjala Who is next? @rwang07 https://t.co/Yt1bCW2vXm

"If I was a rapper I would be called Blackwell" https://t.co/rzwDQmSDE8

Salt and Straw x Taco Bell collab is wild https://t.co/c0EXzFLrTw

Someone save @fabknowledge He's got the worst case of LLM Psychosis I've ever seen He uses Claude anywhere and everywhere including a client happy hour at 6:50 in NYC https://t.co/L6bXwuNie7

OpenAI couldn’t get Microsoft to backstop the deals anymore, so they opted for a backstop with a lower credit rating: the U.S. government. https://t.co/iOylnIbOqx

Watch DeepSeekv4 launch on Presidents Day right before CNY holiday

If you can make Laptop purchasing decisions, you should require all Windows based machines to use Panther Lake. The first chip fabbed on 18A. #IStandWithIntel https://t.co/XVWehHbS5z

This is the most in depth piece on TSMC and Apple ever. We dove through the beginnings, the rise, generations of chips and the future. It's possible the most quantified free and paid newsletter piece we've ever done too. Usually this level detail is reserved for model customers.

Cerebras Chocolate is THICC https://t.co/rwqqTKUiN0

Datacenters and Motels My two expertise... but in space https://t.co/pBRoN5J9wj

RL Envs and RL for Science is huge deal. This is @kourabi last work with SemiAnalysis. He grew so much over the last year and made a big impact on the world's understanding of AI + US policy. His next step is gonna be sick🤫 We're hiring AI Analysts and Tokenomics Analysts

The US used to destabilize countries for oil but now it's done for turbines There's 2 GW of power generation sitting in Venezuela at less than 30% utilization Termozulia 1 - 2x GE 7F.03 (2x~170 MW) + 180 MW ST = 520 MW Termozulia 2 - 2x Siemens SGT6-5000F (2x260 MW) + 200 MW ST = 720 MW Termozulia 3 - 2x Siemens SGT6-5000F (2x260 MW) + 225 MW ST = 745 MW @sama @gdb @realDonaldTrump have been in the cahoots recently discussing how to solve the US power problem, and how to expand to the new Stargate Venezuela site. @elonmusk is considering lifting these turbines and installing them for Collosus 3 For people that make it this far the only factua…

You're chopped unc I'm chopped unc* https://t.co/I8pp1GYtK8

@boethianwheel @bgurley 2 years ago I did write about startups lot more, sure. Accelerator model has multiple folks that arent public major cos

@boethianwheel @bgurley It's in the accelerator model, incl their current gen chip, volume, asic partner, and next gen stuff with both Samsung and Alchip TSMC It's not on newsletter because we generally just don't write about startups because their market impact is relatively too small vs our audience

Damn even Nvidia is tax loss harvesting Tis the season I guess

Pink pony club

Uber driver and internal combustion engine have long term economic prospects Datacenters will displace all new power generation causing US grid instability Waymo's are failing all over SF

"Merry Christmas, here's a fucking handle of olive oil" - a VC https://t.co/ptybmbGaMY

SemiAnalysis InferenceMAX showing GPT OSS on Blackwell is 33% more tokens per $ in just 1 month thanks to the awesome work of @vllm_project and @nvidia

This but Zootopia 2

I'd call my social media intern racist, but he's indian and also grew up in a motel. It was not an econolodge for me tho

If you're not getting peer pressured you don't have enough peers

When younger folks call me unc I'm like damn I'm 30 next year, totally unc But on cabin trip with friends and one the younger folks called someone a hag Jesus Unc ain't so bad compared to HAG

@TrentMag2 @0xCAFAD @asc89 Yes Christian organized religion has many similar problems, hence all the Catholic priest jokes out there Absolute power corrupts. Hinduism is a very decentralized religion generally which is why it has less problems like this but BAPS is bad

Our team is so cracked Jeremie, Nick, Doug, Wei put out a banger piece on OpenAI's Abeline Texas Stargate delay 2 weeks ago We called the -11.5% move in $ORCL stock today We also called out the $CRWV miss before earnings 2 minutes high alpha notes, DC model Sales@semianalysis.com https://t.co/KhHQNN0FcK

Just met a Claude Code user who has been the top daily user numerous times. He says Codex is better now.