SemiAnalysis, every mention
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tap a year for its mentions
every year anyone Alex Kantrowitz 16
Verbatim, from the transcripts: the passages where SemiAnalysis comes up
Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- ▶ 44:33 Alex Kantrowitz It makes you wonder, and while you were covering this, you cited a semi-analysis post that I thought was very interesting, uh, where it definitively said, and I'll just read it, um, for all intents and purposes, we believe DeepMind is no…
Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- ▶ 39:47 Alex Kantrowitz We have just a few tickets left, so if you have any interest in joining me, Ranjan, OpenAI President Greg Brockman, Semi-Analysis President and CEO, Dylan Patel, Aaron Levy from Box, and Arvind Srinivas from Perplexity, Lauren Good from…
The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- ▶ 35:52 Alex Kantrowitz We have Greg Brockman from OpenAI who's coming, uh, the president of OpenAI, Arvind Srinivas, the CEO of Perplexity, Aaron Levy, the CEO of Box, Lauren Good, the senior correspondent, uh, from Wired is gonna be there, and, um, we just…
AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
- ▶ 6:33 Alex Kantrowitz I see another post or, um, tweet on X or whatever they want to call it on X these days about here, like similar to this one, uh, from Dylan Patel from Semi Analysis.
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- ▶ 28:47 Alex Kantrowitz Here's one more stat from, uh, Dylan Patel, the founder of Semi-Analysis.
AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
- ▶ 23:39 Alex Kantrowitz Right, Satya Nadella was on, uh, Dwarkesh's podcast this week in an interview with him, uh, and Dylan Patel from Semi Analysis, and he basically was talking about this, uh, a couple, what, a year ago, uh, two years ago, the, the H 100, uh,… 2 times in the scene
Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
- ▶ 0:18 Alex Kantrowitz That's coming up with Semi-Analysis founder and chief analyst Dylan Patel right after this. 2 times in the scene
- ▶ 22:41 Alex Kantrowitz He's the founder and chief analyst at Semi Analysis. 3 times in the scene
- ▶ 37:35 Alex Kantrowitz All right, Dylan, do you want to give a quick shout out to those who are interested in potentially working with Semi-Analysis, who you work with and where that, where they can learn more? 2 times in the scene
OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
- ▶ 11:28 Alex Kantrowitz I think it was Dylan Patel who talked about how the next wave of he's going to come on the show from semi analysis.
OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
- ▶ 42:39 Alex Kantrowitz Right, but we're going to have, we're going to have Dylan Patel from Semi Analysis come on the show, uh, in a couple of weeks, maybe next week.