Dylan Patel
Founder & Chief Analyst, SemiAnalysis · 1 appearance on the record.
computed by AI from the episodes · how this works → · full disclaimer →
analystfounderexecutiveauthorinvestor@dylan522p ↗LinkedIn ↗semianalysis.com ↗
He founded SemiAnalysis in 2020, developing it into a research and advisory firm tracking the semiconductor supply chain, AI hardware architectures, and data center economics. He provides in-depth analyses of GPU scaling bottlenecks, hyperscaler capex, and competitive dynamics surrounding Nvidia and custom silicon.
14 supported 6 partly supported 2 contradicted 6 not yet assessed 22 not checkable as stated how the 50 claims stand · each chip opens the sources
13 predictions · 37 assertions · 8 opinions · 4 insights · 3 disclosures · 1 what if · every statement was checked. The predictions and assertions are the 50 claims: statements the public record can support or contradict. 22 are resolved, 6 are not yet assessed, and 22 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.
The record, in short
What the tape says about how Dylan argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.
Their most notable supported claim
Their most notable contradicted claim
Expressed certainty vs assessment result
weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet
Argument clarity: do they answer the question? how? →
redirected or did not address 2 of 12 assessed questions (17%). Watch them ▸
This is a score against a rubric. It is not a rank. Every host question → answer exchange is scored with names hidden on directness, coherence, precision and compression, 1–5 each, on meaning alone: disfluencies are ignored, and only raw unedited episodes count. This is the score that measures thought. Every scored exchange, scores shown → · The rubric and its checks →
How they sound: speaking style how? →
302 words/min while actually speaking · 11.9 um and uh per 1k words
Measured by listening to the audio itself: 15,963 words across 1 episode of raw-level tape, transcribed verbatim with every um and uh kept, each one attributed only where the alignment onto our timed stream is unambiguous. These are measurements of speaking style. We do not rank them: across this corpus, fluency and argument quality are nearly uncorrelated (ρ≈0.2), and smooth talking does not signal clear thinking. How it's measured →
Everything Dylan Patel said on the MAD Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →
The other half of the tape: Dylan Patel's own voice is left out of every number here. Other people bring the name up 2 times in 2 episodes on the MAD Podcast. every mention, with the transcript →
Who brings them up most Nathan Benaich 1Ivan Borzin 1
Every mention by year
2026 1 mention in 1 episode
Appearances (1)
| Episode | Date | Speaking time |
|---|---|---|
| Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled” | Feb 5, 2026 | 1h 3m |