Vercel
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 23, 2026 by Dylan Patel · said 41 times in 29 episodes since 2026 · across every show →
Mentions by year
brought up most by Patrick O'Shaughnessy (40), Dylan Patel (1)
tap a year for its mentions
2026 41 mentions in 29 episodes 1 per episode
- Why the World Order Is Collapsing and American Power Is Rising
- Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
- What Happens When the AI Boom Runs Out of Money · Invest Like The Best
- The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
- Investing a $120 Billion Balance Sheet with No Outside Investors · Invest Like The Best
- The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
- World's Top Researcher on AI, LLMs, and Robot Intelligence · Invest Like The Best
- Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
- 21 more episodes that year, every mention in 2026 →
Everything said about Vercel, oldest first
Apr 23, 2026 bullish
Patel: CPUs are completely sold out driven by reinforcement learning demand
“CPU-wise, all these reinforcement learning environments plus all the slop code you and I are generating that is now running on some, you know, Vercel instance or whatever it is or some AWS instance or some bucket that we've spun up, all of that requires CPU, a…”