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SemiAnalysis

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 23, 2024 by Dylan Patel · said 8 times in 4 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (6), Bill Gurley (2)

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2025 3 mentions in 2 episodes 2 per episode
2024 5 mentions in 2 episodes 3 per episode

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Everything said about SemiAnalysis, oldest first

Dec 23, 2024 bullish
Prediction Not checkable as stated
Patel: Reasoning models will see humongous performance gains within a year
“And so this, the performance improvements we'll get out of these models is, is humongous, right? In, in the coming, you know, six months to a year in certain benchmarks where you have functional verifiers.”
Dylan Patel Dec 23, 2024 ▶ 53:01 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
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