Dylan Patel, every mention

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Verbatim, from the transcripts: the passages where Dylan Patel comes up

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▶ 1:58 Brad Gerstner And by the way, his five hour show pod recently with Dylan, those guys was great, but we're gonna try to keep this, you know, pretty tight and jam quickly on deep seek, on tariffs, on Doge, on, you know, maybe what the market reaction…
▶ 4:47 Bill Gurley And if you have five hours to listen to Dylan and Nathan Lambert on Lex Friedman, they get into some of this.
▶ 10:07 Bill Gurley I would add one thing to that, which is just worth paying attention to, and Dylan and Nathan went into this on the LexPod, but, but they believe, so I, I can't really defend it on, they believe if you look at the models that are apples to…

▶ 15:42 Brad Gerstner But there's another way to look at this as well, which is that we're not even talking about five hundred billion dollars in CapEx, but instead, you know, Dylan, who was on our pod in December, has done an analysis that says maybe they were… 5 times in the scene
▶ 23:52 Brad Gerstner And Dylan came on this podcast and called all of that garbage.

▶ 4:19 Brad Gerstner We ended last year in this great conversation with Dylan,
▶ 16:08 Brad Gerstner We talked about it with Dylan in December.
▶ 34:12 Brad Gerstner I think Dylan said on our podcast, um, and I agree with him that the capex is higher than people think.

▶ 14:51 Bill Gurley At the time I was listening to the podcast you did with Jensen, I was reading this, uh, Neo cloud playbook and anatomy post by Dylan Patel. 2 times in the scene

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