Dylan Patel, every mention
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every year anyone John Coogan 30Jordi Hays 14Doug O'Laughlin 3Will Brown 2Jon Ma 2Jordy (Geordie) 1
Verbatim, from the transcripts: the passages where Dylan Patel comes up
Meta Settles Addiction Suits, Tim Cook Signs Off After 15 Years, OpenAI’s Jalapeño Chip | Diet TBPN
- ▶ 20:24 unnamed speaker In, uh, somewhat related news to the, um, to the speed of inference, OpenAI's Jalapeño is spicy, says Dylan Patel. 2 times in the scene
GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN
- ▶ 21:15 Jordi Hays Uh, he said, compute daddy, Dylan Patel has spoken.
SpaceX S-1, Anthropic Revenue Booms, OpenAI Cracks Erdős Problem | Diet TBPN
- ▶ 11:57 John Coogan And, uh, Dylan Patel sort of laid out on the Dwarkesh
China Blocks Meta’s $2B Manus Deal, Meta Bets on Space-Based Solar | Diet TBPN
- ▶ 6:36 Jordi Hays It's because Dylan just says he doesn't want to do full-on analysis. 3 times in the scene
Open AI Acquires TBPN, Artemis II, The AI-Built $1.8B Company | Diet TBPN
- ▶ 13:33 Jordi Hays The Joe Weisenthal's, the, the Dylan Patel's.
OpenAI Acquires TBPN
- ▶ 14:35 Jordi Hays The Joe Weisenthal's, the, the Dylan Patel's.
OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
- ▶ 3:46 unnamed speaker And so, uh, the, the, the, the hyperscaler, like your take of think about OpenAI as the new, as the new hyperscaler, uh, I think that, I think that takes aged extremely well, especially with recent interviews with Dylan Patel and Dorkesh,… 2 times in the scene
- ▶ 10:45 unnamed speaker Dylan Patel and Dorkesh said the TAM for GPT, 5.4 was north of a hundred billion dollars, which is crazy for a bunch of reasons.
- ▶ 25:47 unnamed speaker It was very funny listening to Dylan Patel talk about space data centers and saying that like, yeah, even if you solve everything, like it's still hard to make chips. 2 times in the scene
- ▶ 26:23 unnamed speaker Speaking of Dylan Patel, Semi-Analysis was featured at NVIDIA GTC.
Why OpenAI Is Killing Side Projects to Win AI
- ▶ 4:09 unnamed speaker Uh, I think that, I think that takes age extremely well, especially with recent interviews with Dylan Patel and Dorkesh. 2 times in the scene
- ▶ 14:29 unnamed speaker Dylan Patel on DoorCash said the TAM for GPT-V.IV was north of a hundred billion dollars, which is crazy for a bunch of reasons.
AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN
Tall Poppy Syndrome, Bytedance Gets Blackwell Chips, WSJ Mansion Section | Diet TBPN
- ▶ 26:28 John Coogan You're going to watch the new Dwarkesh Patel, Dylan Patel crossover episode?
Oil Market Turbulence, Sundar's New Comp Package, TBPN Weather Report | Diet TBPN
- ▶ 15:15 unnamed speaker Dylan Patel said, being in SF is like being in Wuhan right before the pandemic.
Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN
- ▶ 24:07 Jordi Hays It was very actually no Dylan Patel was dancing. 5 times in the scene
The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
- ▶ 1:15 unnamed speaker Uh, we talked to Dylan Patel.
FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
- ▶ 5:49 Doug O'Laughlin Um, so, Hey, the sales this quarter, we need this like quota or who did what or what products are selling better or like, you know, what's how many more podcasts should Dylan do this month? 3 times in the scene
ChatGPT Turns Three, OpenAI x Thrive, David Sacks vs. The New York Times | Diet TBPN
Wednesday’s Diet TBPN
- ▶ 20:03 John Coogan Uh, Dwarkesh Patel, Dylan Patel, sat down with Satya Nadella, and they got an exclusive tour of Fairwater II, the most, the most powerful AI data center in the world.
Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- ▶ 57:54 John Coogan And then Dylan Patel quoted it and said, 2 times in the scene
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 1:37:36 Jordi Hays Um, so this feels like, um, very, uh, you know, Dylan, Dylan Patel on January 17th saying Elon's jet is in Florida.
- ▶ 1:38:03 John Coogan Um, and so, uh, Dylan Patel, speaking of Dylan Patel, um, he actually hung out with Lit Bouton at a conference, and he has this hilarious story where he clearly wanted to meet Lit Bouton and spend some time with him, and everyone's coming… 4 times in the scene
OpenAI Just Cracked the World’s Toughest Math Challenge — Here's How
- ▶ 0:52 unnamed speaker Um, and, uh, Dylan chimes in on the OpenAI news. 2 times in the scene
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ▶ 41:44 unnamed speaker Did IREN make the, uh, ClusterMax, uh, Dylan Patel article?
- ▶ 2:13:09 unnamed speaker Um, because it, I was listening to Dylan Patel talk about his conversation with, uh, the new CEO, Lip Bhutan, and it seems like they're doing lots of tightening up, lots of layoffs, but, uh, it's kind of, I, I don't even know what…
DWARKESH PATEL on the Biggest Problem of AI
Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
- ▶ 2:09:33 John Coogan But I was listening to Dylan Patel on, uh, Jordan Schneider's China talk podcast. 3 times in the scene
- ▶ 2:26:39 John Coogan Uh, Dylan Patel says December is when Stargate's coming online, and that should be, uh, a big, uh, like the biggest,
- ▶ 2:34:18 John Coogan And when you talk to Dylan Patel, I was asking him about deep seek and how deep seek was, was, was doing all these innovations and like moving to floating .8, like smaller, uh, smaller, basically smaller numbers, storing the weights.
Apple Considers New AI partnership
- ▶ 2:03 John Coogan So, uh, they'll have to call up Dylan Patel and some folks to get it done.
Meta Poaches OpenAI Engineers
- ▶ 9:24 unnamed speaker So, this, this hundred million dollar signing bonus, this just got baked into the lexicon, but I was listening to Dylan Patel on, uh, Jordan Schneider's Chinatalk podcast. 3 times in the scene
- ▶ 26:36 unnamed speaker Uh, Dylan Patel says December is when Stargate's coming online, and that should be, uh, a big, uh, like, the biggest, the biggest cluster ever, and unlock even, uh,
- ▶ 34:14 unnamed speaker And, and when you talk to Dylan Patel, I was asking him about Deep Seek, and how Deep Seek was, was, was doing all these innovations, and like moving to floating .8, like smaller, uh, smaller, basically smaller numbers storing the weights.
Weekly Recap: Tesla Robotaxi, Mr. Beast's AI Tool, Yacine, The Social Network 2, Neuralink Update
- ▶ 21:38 John Coogan It would just have a semi-analysis ad from Dylan. 3 times in the scene
- ▶ 31:37 John Coogan Are you doing the thing that Dylan Patel was posting about with like the robots on the, you know, on the harnesses trying to walk and then reusing that as reinforcement learning data?
Is America Losing the Tech War with China? | Jordan Schnaider on TBPN
- ▶ 25:42 unnamed speaker How's Dylan Patel doing? 4 times in the scene
Why Humor Is the True Test of AI Intelligence | Will Brown on TBPN
- ▶ 20:08 Will Brown I mean, um, I tend to, I listened to Dylan Patel talk a lot of stuff. 2 times in the scene
Could NIKOLA Make a Comeback?
- ▶ 14:42 Jordi Hays I want him to be the Dylan Patel of the EV commercial EV space.
How Does GROK Compare? (Full Analysis)
- ▶ 24:37 John Coogan Dylan Patel have done a deeper dive here that we'll have to dig into.
The BEST Super Bowl Commercial (Saquon Barkley)
- ▶ 18:06 Jordy (Geordie) I mean, obviously people like Dylan Patel are spending a lot of time writing about it, but it hasn't been top of mind.
The Future of Artificial Intelligence
- ▶ 0:00 unnamed speaker So, uh, Dylan Patel writes, the Deep Seek narrative takes the world by storm.
- ▶ 2:49 unnamed speaker Omega cracked, I think was the, the, the, the term, uh, Dylan Patel used.
- ▶ 5:13 unnamed speaker And so it's easy to lean into this and be like, uh, you know, Dylan Patel is saying it's not, it's not five million or six million.
- ▶ 15:20 unnamed speaker From Dylan.
- ▶ 22:58 unnamed speaker And Dylan also says that, uh, additionally, a portion of the data DeepSeq used seems to be data from OpenAI's models, which of course makes it easier because you're just cloning the outputs. 2 times in the scene
- ▶ 31:05 unnamed speaker So fantastic analysis from Dylan Patel.
DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
- ▶ 1:14:13 John Coogan Okay, this is good from Dylan Patel.
- ▶ 1:18:08 John Coogan So, uh, Dylan Patel says deep seek V three and R one discourse boils down to this. 2 times in the scene
DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- ▶ 1:47 John Coogan So let's kick it off with a fantastic analysis, uh, by Dylan Patel in Semi Analysis.
- ▶ 1:11:42 John Coogan There's an interesting story in this interview with Dylan Patel about how Elon is kind of just going completely founder mode on his data center build out.
- ▶ 1:17:14 John Coogan Uh, we are continuing our deep dive on OpenAI Stargate joint venture with a fantastic article in none other than Dylan Patel's semi-analysis.
- ▶ 1:49:51 Jordi Hays One thing that meant that they cleared up in the, in the Dylan Patel piece is that they're using their software to manage the clusters.
Trump Coin Takeover (What's Next for Crypto)
- ▶ 5:34 unnamed speaker Uh, Dylan Patel was doing some snooping on, uh, where the various jets are right now, uh, the private jets.
How to WIN in 2025? (INSANE Predictions List)
- ▶ 26:47 John Coogan I mean, look at the breakdown in, uh, by Dylan Patel in semi-analysis of AMD.
Year of Tech in Review (ep25)
- ▶ 13:00 John Coogan It's also fascinating to just compare them to their, their, their rivals, Intel, which is a, a complete mess, and Pat Gelsinger was ousted, and they just haven't been able to take advantage of the CHIPS Act at all, and then AMD, there was…
- ▶ 1:04:28 John Coogan And Dylan says, uh, if you look at this graph and don't feel any existential concern for humanity, you might need to revisit your priors.
How to Spend a Trillion Dollars Fast (ep13)
- ▶ 1:17:01 unnamed speaker Former, uh, like, Dylan, who'd been on the show, pointed out, you know how you could say, like, oh, I'm on Tech
The Secret Billionaire Party (ep6)
- ▶ 2:00:53 John Coogan A few other books that have been out there and like asinometry and, uh, Dylan Patel and whatnot.