#dylanpatel
Harán una película de este tío en plan Michael Burry en La Gran Apuesta. De ratilla de reddit a $100M de beneficio y que todos los grandes fondos de inversión sean tus clientes.

substratemag.com/dylanpatel/?...
Dylan Patel’s Information Machine
How u/dylan522p created SemiAnalysis: the intelligence firm informing a trillion-dollar AI infrastructure buildout.
substratemag.com
September 19, 2026 at 4:50 PM
@ernie

1 Liquid & Solid Brains
Mapping the Cognition Space
@ricard_sole
+
The debate over "understanding" in #ai #llms @melaniemitchell
https://mastodon.social/@teixi/113245780190962868

2 #dwarkeshpatel
w #dylanpatel & #jony
https://mastodon.social/@teixi/113246369169408095

3 #ccn2024 […]
Original post on mastodon.social
mastodon.social
December 27, 2024 at 10:50 PM
Not much new if you are an insider perhaps, but: Signal rich discussion on the #BG2 podcast with @semianalysis.com’s #DylanPatel re #semiconductors ($NVDAs moat, $GOOG, $AMZN, $MSFT, OpenAI etc.., memory (HBM), data centers buildouts, 2025-26 look forwards). Mostly re #AI #LLMs markets/use cases.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
YouTube video by Bg2 Pod
youtu.be
December 25, 2024 at 8:07 PM
📢 在最新一期《NoPriors》中,硅谷顶级投资人SarahGuo与EladGil,联手黄仁勋、AaronLevie、DylanPatel等行业巨擘,共同撕开了未来一年的残酷真相:这不仅是技术的狂飙,更是一场关于资本泡沫、硬件幻觉与人类物种存续的终极博弈。...
硅谷大佬的2026展望:人类正被强行推入能源霸权时代 | 文学城
www.wenxuecity.com
January 3, 2026 at 5:11 AM
📢 在最新一期《NoPriors》中,硅谷顶级投资人 SarahGuo 与 EladGil,联手 黄仁勋、AaronLevie、DylanPatel 等行业巨擘,共同撕开了未来一年的残酷真相:这不仅是技术的狂飙,更是一场关于资本泡沫、硬件幻觉与人类物种存续的终极博弈。...

👉关注爆料机器人帐号 [不要捐款,没有操控,没有“币”]
硅谷大佬:机器人泡沫雪崩 人类正被强推入能源霸权 | 文学城
www.wenxuecity.com
January 2, 2026 at 4:21 PM