Dylan Patel

11 statements across 3 episodes · 4 bullish · 2 bearish · 2 people on the record · first statement Sep 30, 2025 by Dylan Patel · said 1 times in 1 episodes since 2026 · 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 Gavin Baker (1)

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Everything said about Dylan Patel, oldest first

Sep 30, 2025 bullish
Opinion
Patel: AI skeptics like Yann LeCun are completely wrong
“Like, Yann LeCun and, like, these kind of people who are AI bears. I respect them. I like what they, like, their ideas. I think they're completely wrong, but, you know.”
Dylan Patel Sep 30, 2025 ▶ 1:39:42 Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
Sep 30, 2025 neutral
Opinion
Patel: Superhuman Intelligence Requires Physical Embodiment and Is Far Away
“Digital god is like, well, one, I, like, kind of believe in embodiment, and, like, you need non-digital god, you need a physical, you need the capability of, like, having touch and Feel and all that to truly be, ah, have an experience like humans and be smarte…”
Dylan Patel Sep 30, 2025 ▶ 47:40 Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
Sep 30, 2025 neutral
Assertion Supported
Patel: A 500-megawatt AI data center costs $25 billion in total CapEx
“500 megawatts is twenty five billion dollars of CapEx, like, come on, like, once you put in the GPUs and everything, right, it's like, that's a ton of money”
Dylan Patel Sep 30, 2025 ▶ 1:23:47 Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
Sep 30, 2025 bullish
Opinion
Patel: Robotics Is Nowhere Close to Scaling and Needs Data Flywheels
“I think the robotics world is huge. I think we're, you know, we're like, we're literally warming up. We haven't even left the dugout dugout, right? Like we're like nowhere close to, you know, the scaling on, on robotics. There's a ton of like, The data flywhee…”
Dylan Patel Sep 30, 2025 ▶ 48:58 Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
Sep 30, 2025 neutral
Assertion Partly supported
Patel: Data centers consume 3% to 4% of total U.S. electricity
“Like, AI data centers are like three, four percent of the US economy. Power, not economy. Or just data centers, period. Of that, like, two is regular data centers, and two is, like, AI data centers.”
Dylan Patel Sep 30, 2025 ▶ 1:22:36 Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
Apr 23, 2026 bullish
Prediction Not checkable as stated
Patel: TSMC could reach $100B in annual CapEx by 2028
“Sincerely, they may spend a hundred billion dollars on capex in twenty-twenty-eight, and people, like, just can't fathom that”
Dylan Patel Apr 23, 2026 ▶ 36:37 The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
Apr 23, 2026 bearish
Prediction Held up
Patel: Large-scale protests against AI will occur within three months
“And this is just the beginning, so I think we'll see large-scale protests against AI in three months.”
Dylan Patel Apr 23, 2026 ▶ 42:59 The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
Apr 23, 2026 neutral
Insight
Patel: AI shifts value from implementation to idea selection and capital
“Your ability to implement something is not actually that important. Your ability to choose the correct idea for AI to implement, and then your ability to sell that idea, or sell what the AI has implemented, is what matters. Your ability to garner capital towar…”
Dylan Patel Apr 23, 2026 ▶ 19:31 The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
Apr 23, 2026 bullish
Prediction Open · timeframe Apr 2027
Patel: DRAM prices will double or triple from current levels
“DRAM will double or triple from here still, because That's how much capacity is required, and they have to steal capacity from somewhere else, and the only way to steal capacity from somewhere else in a capitalist economy is demand destruction via higher prici…”
Dylan Patel Apr 23, 2026 ▶ 35:06 The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
Apr 23, 2026 bearish
Prediction Didn’t hold up
Patel: Incremental memory fab capacity will not arrive until late 2027 or 2028
“Even if they wanted to build as fast as possible, it doesn't come till 28 early, late 27 at best.”
Dylan Patel Apr 23, 2026 ▶ 34:48 The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
Aug 4, 2026 neutral
Assertion Not checkable as stated
Baker: Dylan Patel's company spends 30% of labor cost on AI tokens
“Well our, your, our friend Dylan Patel at his company, so he's an ASI maxi, but he's at 30%.”
Gavin Baker Aug 4, 2026 ▶ 35:12 Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
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