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This is Dylan Patel. He runs SemiAnalysis, an investment fund focused on AI Infra. This is from early April, it’s when I went all in on Micron $MU. You can listen to 30 year fund managers on CNBC, I listen to this guy. If you can’t tell the difference,...

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Tech Observer

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413,248 görüntüleme • 2 ay önce •via X (Twitter)

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SITUATION EXPLAINED: Dylan Patel is turning SemiAnalysis research into a $400 million fund. • The fund is called SemiAnalysis Capital Fund One, targeting $400 million • Patel already has stakes in roughly 20 startups, including Mira Murati's Thinking Machines • He previously raised a $50 million SPV as part of Fluidstack's $700 million round • SemiAnalysis is on track for over $100 million in revenue this year, up from around $20 million last year • It has about 90 people, split between engineers across the chip supply chain and former hedge fund staff • The firm has never taken outside investment and is founder-led, so this is its first real move into managing other people's money Theo Jaffee: "This was always kind of inevitable, right? Was SemiAnalysis really going to stick to research, and newsletters, and models for financial companies forever? Or are they gonna branch out into making money themselves from all of this research that they're doing?"
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