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Dylan Patel

What Dylan Patel thinks about ambition

@dylan-patel · 50 positions · On ppll ↗

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

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1 dated position, 2025, in their own words. Our reading of what Dylan Patel has said — not written or endorsed by them.

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  1. OpenAIGoogle

    I 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