Search: “dylan-patel--x”

The difference in what Anthropic and OpenAI as well as many others give you in value for a subscription is insane. We tested Meta, Minimax, Kimi, Grok, and Cursor subscriptions It doesn't make sense t

Rubin HBM Despec = Nvidia cutting coke Fentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030 A GB300 NVL72 weighs roughly 1,580 kg fully populated and recent purchase orders p

Everytime AI spend grows where I flirt with token budgeting, Anthropic + OpenAI save me Astra had a spike then settled down lower Opus 5.5 it looks like spend is lowered for current usecases Of course

Fentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030 A GB300 NVL72 weighs roughly 1,580 kg fully populated and recent purchase orders put it at 5M per rack. That is 3,165/kg.

We are excited to bring the first open benchmarking of Google's TPUs to the world Running every day, on many models + scenarios $/token is better than B200 and B300 Huge shout-out to Google @inferact

SemiAnalysis reported on April 17, 2024 that they had tested Anthropic’s Fable 5.1 alongside OpenAI’s Astra language models. According to their review, the comparison revealed a decisive advantage for

The video, posted on September 4, 2026 by user Dylan Patel, compares Anthropic’s Fable 5.1 with OpenAI's Astra and concludes that one clearly outperforms the other. Filmed in Everett, Massachusetts, i

Double standard @sama . Exactly two years ago, he belittled @dylan522p as the 'SemiAnalysis' guy after not liking a Google analysis. Altman's now kissing Dylan's ass, inviting SemiAnalysis to OpenAI l

Had a lot of fun chatting again with my twin brother @dylan522p We went through lab economics over the next few years - the shift from inference to training as RSI draws near; and how Anthropic and Op

OpenAI Jalapeno is spicy Usually first generation chips aren't competitive, but OpenAI is beating Nvidia Blackwell and even Rubin This is huge news! We got to go into OpenAI's lab to dissect their new

Ultra-High Interactivity on NVIDIA GPUs? TileRT InferenceX Can TileRT software on NVIDIA GPU compete with Cerebras, Groq LPU, SambaNova? Batch Size 1, Disaggregated engine, High throughput prefill eng

The funny thing about Anthropic and OpenAI people saying they want to slow down AI progress is that this is what Anti Trust mechanisms were built for. It's illegal to collude and slow down AI progress

This post likely reflects on the distinct emotional or relational significance of being called 'daddy' by a bisexual male partner, suggesting that the experience carries different meaning or impact co

Talk about talent density! Last night, Avenir hosted an AI dinner in Paris with some of our favorite founders and friends @ScottWu46 (Cognition), @andrewdfeldman (Cerebras) @oliveur (Datadog), Chris C

BREAKING: Dylan Patel (@dylan522p) of @SemiAnalysis_ says 'chips in Europe have less seasoning than chips in America & Mexico.' Plus: › Data centers & France’s nuclear power › AI infrastructure over-o

compute daddy @dylan522p has spoken The Future of Meta Superintelligence: A 1 Year Progress Update A top tier RL environment startup spawns out of thin air, the most aggressive compute ramp we've ever

Creative structures are needed to get GPUs in the hands of startups + other companies that aren't Meta, OpenAI, Anthropic, SpaceXAI, Microsoft, Amazon, Google AI Debt Financing will be over $7T of deb

This post likely references the patriotic phrase from the U.S. national anthem, possibly in the context of Dylan Patel's technology industry commentary or analysis. Without access to the specific cont

Dylan Patel, a notable tech industry figure, was visited by the post author (Sassine Ghazi), and they had a positive conversation together. The post appears to be a casual social media update sharing

When boomer companies get high Anthropic bill, they set spend limits When I see a nearly million dollar Anthropic monthly bill, my first reaction is to complain about use of shitty Haiku models Imagin

Dylan Patel discusses concerns within the AI startup ecosystem about potential Chinese AI model bans and their impact on companies generating significant revenue. The post appears to address industry-

This post humorously contrasts the competitive achievements people in San Francisco boast about—such as winning the International Mathematical Olympiad, achieving high competitive programming ratings,

Dylan Patel responds to criticism or skepticism (represented as 'negative Nancy') with an optimistic counterargument (playing on his own name as 'positive Patel'), likely defending a bullish outlook o

BREAKING NEWS: OpenAI’s Technical Lead for Compute has returned to OpenAI after joining Meta in April 2026. What is going on at Meta that people are quitting after only a couple of months? Did Anuj ge

People don't quite understand how many behind the meter power generation assets are being built for datacenters because the US Grid sucks, despite the higher cost and complexity. US Grid Constraints:

Without a doubt: A world running foundation models on a billion robots won't be doing it locally. None of the embedded compute will look like it does today. All of the embedded compute will be wireles

This approach will mean that American robotics companies can't access the hardware they need for R&D. Unitree was recently designated as a Chinese military company and its products are a threat to our

This post speculates about a potential GTA 6 DLC called 'Scili Valley' based on leaked information, with the author expressing enthusiasm about its potential as a gaming experience. The post appears t

This post likely presents a humorous or satirical perspective on experiencing computing systems based on the von Neumann architecture during a hypothetical memory shortage in 2026, possibly commenting

Clients of SemiAnalysis Memory and Accelerator model knew about Rubin Ultra 16 Hi to 12 Hi cut in March :) LMAO Rubin Ultra's HBM literally got downgraded to 12 Hi, and they are not even using HB yet

Usage share of OpenAI grew vs Anthropic yesterday despite Mythos 5 / Fable 5 launch Multiple power users at SemiAnalysis tried Mythos / Fable Got refusals for nonsensical reasons Got pissed off at Ant

DeepSeek Inference Analysis Day 0 GB200 NVL72, Blackwell, AMD MI355X Huawei performance analysis Performance every day over time for the past 44 days DeepSeekV4 1.6T Day 0 to Day 43 Performance Over T

Qualcomm is a piece of shit supplier to anyone trying to innovate on the edge, especially startups. My client is trying to buying ~500,000 of SoCs and wants them to be American because patriotism. Ins

EU regulations, particularly the AI Act, establish comprehensive compliance requirements for AI systems including risk-based classification, transparency obligations, and restrictions on high-risk app

China's Unitree Will Dominate Global Robotics The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration https://newsletter.semianalysis.com/p/chinas-unitree-will-dominate-

Ex-OpenAI Tech Lead, Justin Lebar joins SemiAnalysis as an Visiting Fellow to Burn $10,000 in 3 hours to find dozens of AMDGPU LLVM, x86 LLVM, NVPTX bugs 00:00 - Intro & Justin’s background 00:59 - Ho

Dylan Patel observes that when people repost or share his notes on social media, they frequently misrepresent or overlook the main points of his original message. He notes this is a recurring pattern

This post from Dylan Patel discusses how PC graphics capabilities were limited before Jensen (likely referring to Jensen Huang of NVIDIA) introduced revolutionary GPU technology, and suggests that the

This post likely discusses how approaching a situation with fear or negative expectations can create a self-fulfilling prophecy, resulting in aversion or disgust toward that outcome. Dylan Patel appea

AI Dark Output: The Visible Cost of Invisible Output Why AI's increasing output is going to be one of the hardest economic measurement problems in history. AI 'Dark Output' could end up being the majo

This post discusses how compiler bugs or miscompiles can be discovered and exploited without expensive AI systems, illustrating that significant computational costs can be incurred quickly when identi

I have been very impressed by @SemiAnalysis_ . I think of myself as a wide ranging systems engineer, looking for value at every level from the chip specs to the user interface, but SA exposes me to ad

Inside the 800VDC Revolution – Part 1 Four-Phase 800VDC Transition, Power Rack Economics, SST, Equipment Content/MW Build, Supplier Implications https://newsletter.semianalysis.com/p/inside-the-800vdc

Dylan Patel, founder of SemiAnalysis, celebrated his 30th birthday. The post is a personal milestone announcement shared on X (formerly Twitter). This appears to be a casual birthday greeting rather t

Banger take Gavin Baker: 'I've been optimistic that the fundamental shortage of wafers, which is really controlled by Taiwan Semi, will prevent a bubble.' 'If Taiwan Semi did what Jensen wanted, Nvidi

Breaking: Andrej Karpathy just filed his Q1 2026 13F. Here's everything you need to know about his recent 13F Top 10 positions: 1. VanEck Semiconductor ETF - SMH - [Put] — 2.04B 2. Nvidia - NVDA - [Pu