SemiAnalysis, every mention

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Verbatim, from the transcripts: the passages where SemiAnalysis comes up

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▶ 47:35 Ivan Burazin And so how, because that market is essentially quote unquote infinite, 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… 2 times in the scene

▶ 30:58 unnamed speaker My friends at Semi-Analysis, they're, they're good examples of this too. 2 times in the scene

▶ 1:14:47 Kyle Kranen And there's a, there's a great set of stories, uh, from Nvidia and from semi analysis about like why, why EP is important, but for like MOE models, it's like basically essential

▶ 40:09 Shawn Wang I do think, I do also observe that like people like Dylan from Semi-Analysis, uh, do tend to very strongly time model progress with compute clusters coming online.

▶ 0:22 unnamed speaker Today, we have a very special guest, the founder and CEO of Semi Analysis, Dylan Patel.
▶ 3:51 Dylan Patel Um, and then a few years go by, and then Doug, Doug joins the company, um, so it was, it was really a great moment that, uh, he, he told me to, uh, do it, because otherwise it might still just be, like, a, a niche anonymous blog where I'm…
▶ 23:45 Dylan Patel Um, at least internally, like at my company, we've, we've completely, um, flipped over, right? 3 times in the scene

▶ 13:23 Shawn Wang Like, um, you, like, one of semi-analysis offers is that you're kind of like the fun millennial semiconductor firm when everyone else is super boring and old. 4 times in the scene
▶ 24:54 Doug O'Laughlin This is the semi-analysis color scheme. 2 times in the scene
▶ 41:20 Doug O'Laughlin I had just, like, essentially a few base skills, uh, and then I have a lot of APIs, and then we've also made sure to work, and this is, like, all work in progress as well, to have APIs for some of the semi-analysis information out as well. 3 times in the scene
▶ 51:37 Shawn Wang I, like, really tried to, like, not, I mean, not your, like, not the semi-analysis or your customers and, and all that, you know, like, my perception is they don't adopt any of this stuff.
▶ 55:13 Doug O'Laughlin Yeah, well, we, we, we do, we do with some of the semi-analysis memes, you know, and, and the thing is, you say some of this brain rot is like so bad, which is, it is terrible, but some of it is also like, you know, it is hitting some…
▶ 1:10:41 Doug O'Laughlin He's like one of the most interesting, uh, intelligent people of semi-analysis. 2 times in the scene
▶ 1:57:51 Doug O'Laughlin I have been writing a little bit less these days now that I'm, like, in the semi-analysis, uh, mega mind. 3 times in the scene

▶ 7:00 Nathan Lambert So, so my analysis wrote a post that I haven't read in full, but even if you look at the paywall headings, you can kind of make some.

▶ 32:11 Alessio Fanelli Yeah, we, uh, our friend Dylan Patel from Semi Analysis, he wrote a 2 times in the scene

▶ 0:52 Shawn Wang Um, so you are the author of the extremely popular Semi-Analysis blog. 3 times in the scene
▶ 5:22 Alessio Fanelli He said, incredible Google got the semi-analysis guide to publish their internal marketing recruiting chart. 2 times in the scene
▶ 55:45 Shawn Wang Maybe the semi-analysis, uh, analyst point of view is, is it feasible to build this capacity up in the U.S.?

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