Dylan Patel
@dylan522p
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SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop
Joined April 2018
can I say something without people getting mad?.
when I trade notes with @dylan522p of @SemiAnalysis_ I learn something. new @NoPriorsPod on open source ai models, neoclouds, poker, power constraints, and what it would take to challenge Nvidia
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Are you ready for OpenAI to unleash the monetization slop upon the masses?.The real release of GPT-5 was the router and how they can reduce cost / compute for most users by routing to cheaper models. Open has a big strategic shift in the works, and consumer purchasing will shift.
GPT-5 Set the Stage for Ad Monetization and the SuperApp.How ChatGPT will monetize free users.Router is the Release.AIs will serve Ads.Google's moat eroded?.The shift of purchasing intent queries.
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There's a revolutionary change coming to HBM4 with custom base dies.Various different accelerators are doing many things differently with custom HBM including OpenAI, Nvidia, and AMD.There are many problems beingnsolved including shoreline area, memory controller offload,.
Our deep dive into HBM is here! For subscribers, we will also address the major questions on Samsung’s future viability as a supplier. In view of this piece, we will like to share more about the Hanmi and Hanwha Drama 🧵🍿.
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RT @SemiAnalysis_: It's nice to see that OpenAI has updated their chart crime to accurately reflect the size of the 69% SWE-bench Verified….
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Apparently the EAs consider eating honey worse than eating chicken which is worse than eating beef because how much animal suffering each brings.
Donating to Shrimp welfare has become trendy amongst SF AI researchers. According to the non-profit Shrimp Welfare project, donating to shrimp welfare is the most cost effective way to reduce suffering of trillions of sentient beings. They claim that even small donations can
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Doesn't matter what I think.Here is the incremental user
GPT 5 is dissapointing ngl.
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GM America.We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness. Prudence, indeed, will dictate that Governments long.
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The intern is cooking.
Peter Griffin decodes the full AI Stack. AI Factory: power & water in, intelligence out.
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Happy to collaborate with High Yield to help him go full time!.He's the best small YouTube channel on silicon / semiconductors, so gonna be awesome to see his growth skyrocket.
I’ve got exciting news! From now on you’ll see regular collabs between High Yield and @SemiAnalysis_ to bring you more content & even deeper insights into everything silicon. Already working on some cool projects with @dylan522p and his team. No worries, High Yield won’t change,
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So seems like @yacineMTB wants to rip bong hits. @asianometry are you ready for the 7th 👀.@dwarkesh_sp finally we get to see it
i would love to rip bong with dylan patel.
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The intern made a beautiful slop video and threw hella rack pictures for it with great catchy music. But they forgot to check with anyone on the actual team that the first image is TPU racks lmfao.
Racks on racks on racks.Racks on Racks, Buildin' Stacks.Stackin' GPUs.Power Whipping.Liquid Flex.Drip Check
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RT @SemiAnalysis_: The upcoming OpenAI's open model is mixture of expert model. They take their proprietary training process and train a mo….
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Prefill on Etched.Decode on Cerebras / Groq.Would be the most gigabrain inference setup ever and maybe even cost effective.
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RT @SemiAnalysis_: Microsoft datacenter strategy – still in⏸️mode 🧵.@JeremieEO . Four months ago we flagged Microsoft’s pause on more than….
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RT @SemiAnalysis_: Little known fact is part of Wega job at SemiAnalysis is to count how many cables, traces, PCB layers, etc on every serv….
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General purpose robots are inevitable.They’ll perform any task in any domain.Mass labor replacement soon.But won’t happen all at once.Robots will gain skills level by level.Each unlocks capabilities.To track progress, we created a Robotics Levels of Autonomy classification system.
Robotics Levels of Autonomy.Single-Purpose Robots Automating Hundreds of Jobs.Pick And Place with low Autonomy is Expensive.General Purpose Autonomy Navigating.And Inspecting Large Sites.Targeting Low-Skill Labor In Early Pilots with Promise.Autonomy Capable Of Any Task in
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