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What Dylan Patel thinks about Google

@dylan-patel · 50 positions · 0 changes of mind

Founder and chief executive of SemiAnalysis, the research firm that tracks the semiconductor and AI data-centre supply chain.

Dylan Patel did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

3 dated positions, 2025 to 2026, in their own words. Our reading of what Dylan Patel has said — not written or endorsed by them.

3 positions so far — this page is not yet offered to search engines.

  1. Our readingAnthropic saw the coming shortage of chips before Google did, and bought Google's own TPUs out from under it.

    Their wordsBecause Enthropic saw it before Google. And then Google had Nano Banano and Gemini 3 which caused their user metrics to skyrocket and leadership at Google was like oh and then they started making the statement of we have to double compute every is it 6 months or I don't remember the exact number that they said.

    ↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com 5th of 28 in this recording

    Anthropic

    Interesting
  2. 13 months earlier

  3. Our readingOpenAI's 2022 bet on GPT-4 was a larger gamble than any training run since: all of its compute, for months, on an architecture nobody at Google believed in.

    Their wordsI think it's even more impressive what OpenAI did in 2022. At the time, no one believed in mixture of experts models at Google who had all the researchers. OpenAI had such little compute and they devoted all of their compute for many months, all of it, 100% for many months to GPT-4 with a brand-new architecture with no belief that, "Hey, let me spend a couple of hundred million dollars, which is all of the money I have on this model." That is truly YOLO.

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 4th of 44 in this recording

    OpenAI

    Interesting

  5. Our readingGoogle will never become NVIDIA's competitor, because it has never had the DNA to sell a product and its TPU, cloud, DeepMind and search teams serve different customers.

    Their wordsBut Google has never had that DNA of like, "This is a product we should sell." The Google Cloud, which is a separate organization from the TPU team, which is a separate organization from the DeepMind team, which is a separate organization from the Search team. There's a lot of bureaucracy here.

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 34th of 44 in this recording

    semiconductors

    Interesting