Dylan Patel
Founder and CEO of Semi Analysis; guest and subject of the interview.
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Videos Mentioning Dylan Patel
Dylan Patel Explains the AI War While Cooking | In-Context Cooking
Latent Space
Founder and CEO of Semi Analysis; guest and subject of the interview.
Production AI Engineering starts with Evals
Latent Space
An analyst who publishes calculations on the profitability of AI companies, mentioned in the context of GPU inference market and Grok's cash burn.
Building an open AI company - with Ce and Vipul of Together AI
Latent Space
Analyst from SemiAnalysis whose inference market post was discussed, with some analysis errors noted.
The Four Wars of the AI Stack - Dec 2023 Recap
Latent Space
Mentioned as having a previous episode on GPU Rich vs. Poor.
NVIDIA CEO Jensen Huang GTC 2026 Full Keynote
Yahoo Finance
Analyst from SemiAnalysis who accused Jensen Huang of 'sandbagging' NVIDIA's Grace Blackwell's performance, finding it to be even better than claimed.
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
All-In Podcast
Leading semiconductor analyst who estimated DeepSeek's compute cluster size.
The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Latent Space
Author of the SemiAnalysis blog, discussing the state of semiconductors and AI hardware.
‘We may release models we can’t control’: Amodei, Altman … and Gemini Carbon
AI Explained
From SemiAnalysis, he issued a formal apology to Google after observing the performance of Gemini Carbon.
2026 Election Night Livestream with the Besties!
All-In Podcast
An analyst whose consensus forecast for gigawatts coming online in 2027 is cited.