Dylan Patel
speaker
3,025 appearances
3 recordings
1 series
first heard Aug 2025
last heard 15 Jul
Dylan Patel’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
I think, I think,
the value capture is really broken.
Even internally, I think what we've been able to do with four devs in terms of automation, our spend on Gemini API is absurdly low, and yet we go through every single permit and regulatory filing around every single data center with AI.
And we take satellite photos of every data center, and we're able to label our data set and then recognize what generators people are using, what cooling towers and the construction progress and substations.
All this stuff is automated, and it's only possible because of Gen AI.
And we do it with very few developers, and then the value capture that I'm able to generate by selling this data, by consulting with it, is so high, but...
the company is making it, they get nothing out of it, right?
I think there's a value capture challenge here that far out exceeds the sort of creation, right?
And as you get models like GPT-5 or open source models continuing to drive it down, it's like the value capture is just harder and harder and harder for these companies because they're making 50% gross margin on inference, or less in many cases.
Well, no, I think there's still ways to like inflect hugely on value capture, right?
Like I mentioned, the ads are a huge value capture.
No, I think the other thing is like there's a lot of capital that's not been spent, right?
Like the hyperscalers still can grow CapEx 20, 30% next year, right?
From what they're doing this year.
In addition, companies like CoreWeave and Oracle, because they're tapping capital markets, can raise way more than 20 to 30% CapEx.
And then you go down the list further and it's like, oh, the largest infrastructure funds in the world, like Brookfield and Blackstone.
Well, actually there are
they're turning all of their eyes to investing even more into infrastructure, AI infra.
And then you're like the sovereign wealth funds of the world, like the G42s or, you know, the Norway one or GIC in Singapore.
Like these people have barely started touching AI.
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