Dylan Patel

6 statements across 4 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Dec 5, 2023 by Dylan Patel · said 19 times in 9 episodes since 2024 · 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 Alessio Fanelli (8), Shawn Wang (6), Ivan Burazin (1)

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Everything said about Dylan Patel, oldest first

Dec 5, 2023
Assertion Supported
Patel: SemiAnalysis reported GPT-4 mixture of experts architecture in January
“Just being clear, I talked about mixture of experts in January, it's just people didn't really notice it.”
Dylan Patel Dec 5, 2023 ▶ 1:08 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Dec 5, 2023 neutral
Assertion Contradicted
Patel: Large-scale AI training currently requires a single data center
“Everything that we've seen so far is that large-scale training has to happen in an individual data center with very high-speed networking.”
Dylan Patel Dec 5, 2023 ▶ 1:06:07 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Feb 8, 2024 negative
Assertion Supported
Prakash: SemiAnalysis inference report erred by assuming unpriced input tokens
“I think there were some errors in that analysis. In particular we were trying to decode it, and one of the things we noticed is that it assumed that input tokens weren't being priced. So I think that may have been an error in the model.”
Vipul Ved Prakash Feb 8, 2024 ▶ 33:09 Building an open AI company - with Ce and Vipul of Together AI
Feb 26, 2026 bullish
Assertion Supported
Patel: Claude Code's share of GitHub commits doubled to 4% in January
“Just in January, it went from four percent of or two percent of commits on GitHub to four percent of GitHub commits were done by Cloud Code, right?”
Dylan Patel Feb 26, 2026 ▶ 21:09 Dylan Patel Explains the AI War While Cooking | In-Context Cooking
Feb 26, 2026 neutral
Prediction Not checkable as stated
Dylan Patel: Political coup in Taiwan is more likely than full invasion
“What I think is most likely is that there is some sort of political coup or action. That destabilizes Taiwan in some way but doesn't actually, doesn't necessarily lead to an invasion, a full-scale invasion, and so sort of this is the best of the both worlds fo…”
Dylan Patel Feb 26, 2026 ▶ 8:53 Dylan Patel Explains the AI War While Cooking | In-Context Cooking
May 21, 2026 bearish
Prediction Not checkable as stated
Burazin: CPUs Will Become the Next Critical Bottleneck for AI Agents
“You will get to the point, and Dylan Patel was at the conference talking about, from Semi-Analysis that talks usually about GPUs, was also talking about how CPUs will now be a bottleneck because it will be the constraint. You won't be able to grow, or we won't…”
Ivan Burazin May 21, 2026 ▶ 47:35 AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
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