Dylan Patel
Dylan Patel is the Founder, CEO, and Chief Analyst of SemiAnalysis, a research and analysis firm covering the semiconductor supply chain, AI hardware, and cloud ecosystem. He is best known for providing in-depth analysis connecting semiconductor manufacturing to AI infrastructure, with SemiAnalysis growing from a solo newsletter launched in 2020 into a team of subject matter experts spanning multiple countries. His firm has become a widely read source on GPU supply chains, AI hardware delays, and the economics of AI compute scaling.
“Our friend Dylan Patel at his company, he's an ASI maxi, but he's at 30%. That's probably the highest one I've heard. I've actually heard of 50. And there's $25 trillion in knowledge work. Let's take your 20% number. That's $5 trillion.”
Source→“SemiAnalysis founder Dylan Patel is targeting $400 million for a new venture vehicle titled SemiAnalysis Capital Fund I.”
Source→“There's multiple Chinese model labs who are telling all the inference guys, hey, our next model is not going to be open source. We're going to license it to you. So open is dying quickly, unfortunately.”
Source→“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.”
Source→“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.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.