Dylan Patel
FollowEverything Dylan personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
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"Last year we thought we were heavy users of AI. Everyone's using ChatGPT."
"we signed, you know, an enterprise contract with Anthropic and it's gone to the point where now, um, I think when I last talked to you it was 5 million spend rate. It's actually 7 million spend right now."
AWS
"or some AWS instance or some bucket that we've spun up all of that requires CPU"
"it's able to create this application that is GPU accelerated runs on a server that we have at CoreWeave"
"Everyone's using Claude. Everyone's got you know I'm providing whatever subscriptions anyone wants"
"it really started in late December with Opus that included Doug who's president"
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"Last year we thought we were heavy users of AI. Everyone's using ChatGPT."
"we signed, you know, an enterprise contract with Anthropic and it's gone to the point where now, um, I think when I last talked to you it was 5 million spend rate. It's actually 7 million spend right now."
"or some AWS instance or some bucket that we've spun up all of that requires CPU"
"it's able to create this application that is GPU accelerated runs on a server that we have at CoreWeave"
"Everyone's using Claude. Everyone's got you know I'm providing whatever subscriptions anyone wants"
"it really started in late December with Opus that included Doug who's president"
"especially like the super like the Jane Streets of the world and the Citadels. They're they're really detailed on their data"
"Of course, no one gives a crap about GPT-4 class models. They want the frontier because the frontier lets them create the economically valuable things"
"companies like Lam Research or Applied Materials or ASML or their further downstream supply chains"
"companies like Lam Research or Applied Materials or ASML or their further downstream supply chains"
"especially like the super like the Jane Streets of the world and the Citadels. They're they're really detailed on their data"
"You see ASML is completely sold out and they need Carl Zeiss to expand faster"
"they have Mythos, they have Opus 4.7. So they clearly didn't decrease their research compute spend"
"You see ASML is completely sold out and they need Carl Zeiss to expand faster"
"DeepSeek, for example, on GPT-4 was 1/600th the cost. And since then, the costs have fallen further for GPT-4 class models"
"TSMC just had their earnings. Uh, they keep upping capex. Ultimately, you know, it takes them quite some time to build fabs"