Dylan Patel

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Everything 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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The Supply and Demand of AI Tokens | Dylan Patel Interview

Apr 23 · 1 rec

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DeepSeek mentions software

Mentioned in 1 episode

"DeepSeek, for example, on GPT-4 was 1/600th the cost. And since then, the costs have fallen further for GPT-4 class models"

From: The Supply and Demand of AI Tokens | Dylan Patel Interview • ▶ 15:33 • Apr 23, 2026

TSMC mentions other

Mentioned in 1 episode

"TSMC just had their earnings. Uh, they keep upping capex. Ultimately, you know, it takes them quite some time to build fabs"

From: The Supply and Demand of AI Tokens | Dylan Patel Interview • ▶ 35:32 • Apr 23, 2026

Jane Street mentions other

Mentioned in 1 episode

"especially like the super like the Jane Streets of the world and the Citadels. They're they're really detailed on their data"

From: The Supply and Demand of AI Tokens | Dylan Patel Interview • ▶ 10:14 • Apr 23, 2026

Citadel mentions media

Mentioned in 1 episode

"especially like the super like the Jane Streets of the world and the Citadels. They're they're really detailed on their data"

From: The Supply and Demand of AI Tokens | Dylan Patel Interview • ▶ 10:16 • Apr 23, 2026

ASML mentions other

Mentioned in 1 episode

"You see ASML is completely sold out and they need Carl Zeiss to expand faster"

From: The Supply and Demand of AI Tokens | Dylan Patel Interview • ▶ 32:02 • Apr 23, 2026

Claude Mythos mentions software

Mentioned in 1 episode

"they have Mythos, they have Opus 4.7. So they clearly didn't decrease their research compute spend"

From: The Supply and Demand of AI Tokens | Dylan Patel Interview • ▶ 11:38 • Apr 23, 2026

Carl Zeiss mentions product

Mentioned in 1 episode

"You see ASML is completely sold out and they need Carl Zeiss to expand faster"

From: The Supply and Demand of AI Tokens | Dylan Patel Interview • ▶ 32:04 • Apr 23, 2026

Lam Research mentions product

Mentioned in 1 episode

"companies like Lam Research or Applied Materials or ASML or their further downstream supply chains"

From: The Supply and Demand of AI Tokens | Dylan Patel Interview • ▶ 36:46 • Apr 23, 2026

Applied Materials mentions product

Mentioned in 1 episode

"companies like Lam Research or Applied Materials or ASML or their further downstream supply chains"

From: The Supply and Demand of AI Tokens | Dylan Patel Interview • ▶ 36:48 • Apr 23, 2026

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