ByteDance

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 30, 2025 by Dylan Patel · said 13 times in 4 episodes since 2025 · across every show →

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brought up most by Patrick O'Shaughnessy (6), Dylan Patel (4), Neil Mehta (1), Mitchell Green (1), Dan Wang (1)

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Everything said about ByteDance, oldest first

Sep 30, 2025 bullish
Assertion Supported
Patel: ByteDance Is Second or Third Largest GPU User Globally
“They have ByteDance, who's, I think, the third largest user of GPUs in the world after OpenAI, and You know, probably Meta, although ByteDance may be bigger than Meta, the third largest user of GPUs in the world, or second maybe, even ByteDance is.”
Dylan Patel Sep 30, 2025 ▶ 1:35:16 Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
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