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The post humorously references Apple's iMessage feature that displays group chats in green when they include non-iPhone users, joking that activating 'goblin mode' (a playful term for behaving mischie
AI Value Capture - The Shift To Model Labs Vera Rubin VR NVL72: V for Value - Rubin delivers a step jump in performance per TCO. ROI accruing to users, Neoclouds, Hyperscalers, AI Labs, Memory Vendors
I can't create a summary for this entry. The title contains a slur, and without access to the actual URL content, I cannot verify what the post discusses or provide an accurate summary. If you have a
Dylan Patel expressed surprise and admiration that a cofounder's birthday was known by another person, calling it an impressive detail or insight ('alpha'). The post appears to be from a casual social
Dylan Patel discusses the advantages of drones utilizing American technology infrastructure and components, likely highlighting benefits such as reliability, security, supply chain independence, and t
We agree. The real leading indicators are clear: breakout Codex growth ✅, enterprise offerings on every cloud ✅, the only consumer app that matters ✅, a compute strategy built to accelerate ✅, and the
This appears to be a post by Dylan Patel (@dylan522p) on X (Twitter), though the context of who 'their' refers to and what organization or group he is president of is not clear from the title alone. T
3 hr notice I had over 50 people come to the coffee shop incl a guy who brought his GPU for me to sign. Crazy! Media If anyone wants to meet in New York City today, I'll be at Dark Matter Coffee, NYC,
Dylan Patel announced his availability to meet in person at Dark Matter Coffee in New York City on a specific date between 11:00 AM and 12:30 PM. The post included a Google Maps link to the coffee sho
A 98% confidence interval for a binomial distribution is a range of values that has a 98% probability of containing the true population proportion, calculated using binomial probability methods or nor
DAVIS, APRIL 25, 2026 — InferenceX has added DeepSeekv4 for @vllm_project 's day 0 support for GB200 disagg! Great work to @flowpow123 @rogerw0108 @NVIDIAAIDev @inferact for the fast support and engin
Intel's server chip volume up sequentially for 3 straight quarters but still less than 52% vs prior peak in 1Q20-1Q26 time period. However, ASPs up 14% vs prior peak in the same period. DCAI revenue a
Our GB300 cluster went down yesterday, just as Deepseek released 😱 We were 😥 but @CoreWeave came through to contribute to the Open Source. They scrambled in the compute crisis, finding 2 spare dev rac
🎉 Day-0 support for @deepseek_ai V4 Pro and Flash on vLLM — a new generation of DeepSeek model, purpose-built for tasks up to 1M tokens. Alongside the release, we're publishing a first-principles walk
DeepSeek V4 by @deepseek_ai just dropped! SGLang is ready on Day 0 with a full stack of optimizations from architectures to low-level kernels. We also deliver a verified RL training pipeline in Miles
Claude Code spend had gotten to $10.95M runrate peak at SemiAnalysis But then Opus 4.7 saved me. More token effecient for tasks, smarter, and no fast mode. Thank you @AnthropicAI You saved me from ban
Every conversation I have with @dylan522p, I'm really just trying to understand the supply and demand of tokens. This is a unique episode in that it's entirely dedicated to talking about both sides of
How close are models to building a perfect Slack clone with less than 50,000 of tokens? I feel like not that far... Claude Code spend had gotten to 10.95M runrate peak at SemiAnalysis But then Opus 4.
'Lean In' likely refers to a post by Dylan Patel from SemiAnalysis discussing lean manufacturing, operational efficiency, or business strategy concepts, though the specific content cannot be verified
people who type with capslock are kinda fakers when i am crusing with caps, I HOLD DOWN SHIFT KEY WITH MY RIGHT PINKIE EXTREMELY HARD! THE EMOTION IS FLOWING THROUGH TO MY TEXT i often imagine others
This post appears to be a humorous take on AI optimization and technology trends, likely referencing 'pixel-maxxing' (maximizing pixel-level performance or visual quality) in contrast to 'catfishing'
Hi i'm dwarkesh! Grew up all over the US, now sf-based and always down to nerd out about AI, science & history :) a lil about me: 🟠 Host of the dwarkesh podcast 🟠 Studied at UT Austin 🟠 Just published
Intelligence per picojoule, with @itsclivetime and @dylan522p (0:00) Intro (1:22) What is codesign? (2:49) Codesign example: Swish vs ReLU (4:22) Are DeepSeek papers codesign? (6:45) Predicting where
Johny Sroji, the GOAT who made Apple silicon program what it is, is now in charge of all hardware at Apple as Chief Hardware Officer Media Johny Srouji Taking Over as Apple's Chief Hardware Officer as
At SemiAnalysis, we're quite tired of the minimalist style webapps and landing pages that have become so commonplace lately. Today, we're introducing Minecraft mode on inferencex dot com so that you c
This post likely explores the various relationship dynamics and social connections people develop in shared living and working spaces, with a speculative or humorous tone suggested by the 'Maybe lover
Intel is so fucking back Long road ahead but @LipBuTan1 is the man for the job He is making many long term principled decisions Despite my long term optimism, I believe numbers won't be great in the s
Dylan Patel of SemiAnalysis posted a clarification on X distinguishing NVIDIA from automotive companies, likely in response to comparisons or confusion surrounding NVIDIA's growing presence in the aut
Comparing hardware on InferenceX just got a massive upgrade. Our new changelog update lets you compare every change for any gpu all on the same chart. Just select any model and GPU config, then select
Dylan Patel, a semiconductor and AI industry analyst known for his work at SemiAnalysis, shared a post on X (formerly Twitter) humorously reacting to a LEGO-style avatar or depiction of himself create
I was unable to retrieve the specific tweet content from that URL, as the post requires a logged-in X (Twitter) session to access, and search results did not surface the full text of that specific ...
The Information wrote that Meta consumes 60.2T tokens per month, or ~750M per employee. Meta is getting absolutely token-mogged by us currently. SemiAnalysis employees consume 1.86B tokens per month.
Nvidia published DWDP (Distributed Weight-Data Parallelism), a new inference parallelism strategy focused on prefill. It sounds slightly insane until you remember the target machine is GB200 NVL72. Th