Dylan Patel

“If you look at the architecture of any of these models, but DeepSeek is the most famous one... the shapes of all the experts in DeepSeek V3 were all optimized for Hopper. And if you look at for V4, they're optimized for Blackwell and Huawei's chip... you take what could have been a 2X here, 2X here, 2X here. And instead of being multiplicative to 8X, it's actually 100X because you've optimized across all three layers.”

“There are rumors that semi-analysis recently passed a hundred million of revenue... We have 90 people and a big chunk of them are technologists, engineers across the whole supply chain. And then a big chunk is people who are formerly at hedge funds.”