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we spoke about the Dylan Patel glow up thanks to jason liu. dylan before: - "he looks like a nice guy" - valentina🌷 - a friendly young chap - he looks like the guy an indian auntie shows a girl and the girl is like "idk" - SemiAnalysis? the... show more

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25,821 views • 5 months ago •via X (Twitter)

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For our first episode of our new show In-Context Cooking, we have the Founder & CEO of SemiAnalysis Dylan Patel. We talk about: • Taiwan endgame scenarios & TSMC risk • AI export controls + Chinese talent flight • $180–200B hyperscaler capex (is this a bubble?) • Nvidia vs vertical integration • What actually bottlenecks AI (power? fabs? chips?) • Why the public might turn anti-AI Dylan Patel SemiAnalysis allen

For our first episode of our new show In-Context Cooking, we have the Founder & CEO of SemiAnalysis Dylan Patel. We talk about: • Taiwan endgame scenarios & TSMC risk • AI export controls + Chinese talent flight • $180–200B hyperscaler capex (is this a bubble?) • Nvidia vs vertical integration • What actually bottlenecks AI (power? fabs? chips?) • Why the public might turn anti-AI Dylan Patel SemiAnalysis allen

Latent.Space

66,930 views • 7 months ago

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, can’t help you.

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, can’t help you.

Tech Observer

414,367 views • 3 months ago

Yea, he should be arrested...wait, is that a guy or a girl...he kinds looks like a guy but he also sounds like a girl soooo either way, arrest him!

Yea, he should be arrested...wait, is that a guy or a girl...he kinds looks like a guy but he also sounds like a girl soooo either way, arrest him!

Achilles99

19,528 views • 8 months ago

If you hold $CRWV, Dylan Patel just named your real risk, and it is not performance. Dylan Patel of SemiAnalysis: CoreWeave benchmarks above Amazon and Google on GPUs, because hyperscaler multi-tenant security overhead hurts rented-rack performance. The weakness is the balance sheet. Neoclouds pre-sell compute six months before it is live, funded by debt backed by paper contracts. The first wobble already showed up: a Crusoe customer asked to pause construction. Watch the contract book, not the benchmarks. The neocloud thesis in full, from SemiAnalysis on Sequoia Capital: Source: Sequoia Capital -

If you hold $CRWV, Dylan Patel just named your real risk, and it is not performance. Dylan Patel of SemiAnalysis: CoreWeave benchmarks above Amazon and Google on GPUs, because hyperscaler multi-tenant security overhead hurts rented-rack performance. The weakness is the balance sheet. Neoclouds pre-sell compute six months before it is live, funded by debt backed by paper contracts. The first wobble already showed up: a Crusoe customer asked to pause construction. Watch the contract book, not the benchmarks. The neocloud thesis in full, from SemiAnalysis on Sequoia Capital: Source: Sequoia Capital -

Podcast Alpha

55,590 views • 2 months ago

Women feel like the clean up guy who discovers he is one when she realises she was the placeholder girl before he got married to another one.

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Women feel like the clean up guy who discovers he is one when she realises she was the placeholder girl before he got married to another one.

French OG | Your Dating and Relationship Guide

15,711 views • 7 months ago

Brampton man calls white guy a racist. He didn’t like the passport photos he took. It’s not the employee’s fault that the Indian guy looks disheveled and gross. This is Canada now.

Brampton man calls white guy a racist. He didn’t like the passport photos he took. It’s not the employee’s fault that the Indian guy looks disheveled and gross. This is Canada now.

Bruce

844,518 views • 1 year ago

on a mission to find the coolest people, companies & ideas in tech, money & culture... so naturally i had to see why Dylan Patel, founder of SemiAnalysis, is so optimistic about AI turns out the future has more jobs and less "permanent underclass" than doomers think

on a mission to find the coolest people, companies & ideas in tech, money & culture... so naturally i had to see why Dylan Patel, founder of SemiAnalysis, is so optimistic about AI turns out the future has more jobs and less "permanent underclass" than doomers think

jaiya

24,447 views • 2 months ago

The way he looks like he can’t even move properly but the girl has to be young and beautiful to be in films…

The way he looks like he can’t even move properly but the girl has to be young and beautiful to be in films…

ꨄ︎ ૮꒰ ˶• ༝ •˶꒱ა 🦌

25,767 views • 4 months ago

Devin Vassell, unprompted, shouts out Dylan: “I got to shout out Dylan though.. To come in with that type of confidence, he doesn’t start, he never complains.. Scoot Henderson starts talking to him and the next thing you know it’s like he woke up a monster.” #GoSpursGo #PorVida

Devin Vassell, unprompted, shouts out Dylan: “I got to shout out Dylan though.. To come in with that type of confidence, he doesn’t start, he never complains.. Scoot Henderson starts talking to him and the next thing you know it’s like he woke up a monster.” #GoSpursGo #PorVida

Wemby Alien Era

62,532 views • 5 months ago

The one to the left looks young in the series but he looks like a freakin kid here 💀 how old is he?

The one to the left looks young in the series but he looks like a freakin kid here 💀 how old is he?

Kass 🖤

15,564 views • 12 days ago

Man pretending to be a woman is mad that people he talks to on the phone think he sounds like a man. He demands they call him a woman. This is the same guy who revealed his FFS results a month ago. He still looks like a man, sounds like a man, and has XY chromosomes.

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Man pretending to be a woman is mad that people he talks to on the phone think he sounds like a man. He demands they call him a woman. This is the same guy who revealed his FFS results a month ago. He still looks like a man, sounds like a man, and has XY chromosomes.

Paul A. Szypula 🇺🇸

28,953 views • 1 year ago

Dylan Mulvaney can’t sing. His voice is reedy. He doesn’t care about the choreo, he is just there pretending that’s what women jump up and down like. He overacts. And a spectacular female singer and dancer sits at home while he is on Broadway.

Dylan Mulvaney can’t sing. His voice is reedy. He doesn’t care about the choreo, he is just there pretending that’s what women jump up and down like. He overacts. And a spectacular female singer and dancer sits at home while he is on Broadway.

Jennifer 🟥🔴🧙‍♀️🦉🐈‍⬛ 🦖

834,077 views • 7 months ago

The dirt bike gang mostly evaded capture, except for this guy, attempting to ride a stolen Yamaha when the cops catch up to him. He was trying to impress the girls, now he looks like an idiot.

The dirt bike gang mostly evaded capture, except for this guy, attempting to ride a stolen Yamaha when the cops catch up to him. He was trying to impress the girls, now he looks like an idiot.

Dane

29,084 views • 10 months ago

Jeff Teague says Dylan Harper is the rookie of the year: “Like nobody remembers Cooper Flagg rookie year, like right now. With Dylan Harper playing they like “He’s the best rookie in the league he had 300 points or something he had the most from a rookie ever.” He played so well that he got an All-Star, a max player, he got the world calling this n***a sad.” (Via Club520podcast)

Jeff Teague says Dylan Harper is the rookie of the year: “Like nobody remembers Cooper Flagg rookie year, like right now. With Dylan Harper playing they like “He’s the best rookie in the league he had 300 points or something he had the most from a rookie ever.” He played so well that he got an All-Star, a max player, he got the world calling this n***a sad.” (Via Club520podcast)

NBA Courtside

269,633 views • 3 months ago

STFU Y'all He looked at the confetti again😭😭 This legit looks like a scene from a movie!! The way he smiled after looking at the confetti like it means everything to him;( Never seen an artist like him before! THIS IS ABSOLUTELY MAGICAL✨

STFU Y'all He looked at the confetti again😭😭 This legit looks like a scene from a movie!! The way he smiled after looking at the confetti like it means everything to him;( Never seen an artist like him before! THIS IS ABSOLUTELY MAGICAL✨

Isa°°

75,285 views • 5 months ago

he runs like a happy puppy, he jumps like a happy baby, and he looks at his ARMY with the widest smile

he runs like a happy puppy, he jumps like a happy baby, and he looks at his ARMY with the widest smile

ً

15,691 views • 2 months ago

Kellyanne: And for a movement that talks about no kings, you've got trump sitting there like royalty, and the guy looking like he's going to go get him a diet coke. He looks like the supplicant, the apprentice to the senior partner, no doubt

Kellyanne: And for a movement that talks about no kings, you've got trump sitting there like royalty, and the guy looking like he's going to go get him a diet coke. He looks like the supplicant, the apprentice to the senior partner, no doubt

Acyn

326,869 views • 10 months ago

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?"

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?"

MTS

27,887 views • 1 month ago