Dylan Patel

5 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Dec 23, 2024 by Dylan Patel · said 15 times in 5 episodes since 2024 · across every show →

On the record as a speaker too: Dylan Patel's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Brad Gerstner (11), Bill Gurley (4)

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Everything said about Dylan Patel, oldest first

Dec 23, 2024 bullish
Assertion Not checkable as stated
Patel: NVIDIA ships chips from design to deployment faster than competitors
“They get chips out faster than other people from Thought design to deployed.”
Dylan Patel Dec 23, 2024 ▶ 7:26 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Dec 23, 2024 bullish
Assertion Not checkable as stated
Patel: AI training has barely tapped vast video data reserves
“We have barely, barely, barely tapped video data, right? So there is a significant amount of data that's not tapped, it's just video data Is so much more information than written data.”
Dylan Patel Dec 23, 2024 ▶ 24:06 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Dec 23, 2024 positive
Opinion
Patel: Every semiconductor company except NVIDIA is terrible at software
“I would say every semiconductor company in the world sucks at software except for NVIDIA, right?”
Dylan Patel Dec 23, 2024 ▶ 7:07 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Dec 23, 2024
Assertion Not checkable as stated
Patel: SemiAnalysis tracks all 1,500 global semiconductor fabs
“We track all 1500 fabs in the world. For your purposes, only 50 of them matter, but like, you know, all 1500 fabs around the world.”
Dylan Patel Dec 23, 2024 ▶ 3:01 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Dec 23, 2024 bullish
Prediction Not checkable as stated
Patel: AI models may improve faster over the next 6-12 months
“We may actually see models improve faster in the next six months to a year than we saw them improve in the last year. Because there's this new axis of synthetic data generation and the amount of compute we can throw at it is, we're still right here in the scal…”
Dylan Patel Dec 23, 2024 ▶ 33:00 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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