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, right, is that correct?
I think I talked to one of the team members, maybe Rajko or someone about like why you guys didn't invest in like, you know, like a Together or like a Fireworks.
And sort of the argument was like, well, we think just serving models alone without making them will sort of be commoditized.
Yeah, yeah.
But like you guys don't have one of these like, you know, base 10 or any of these like sort of like API investments because you think...
this is from someone on the infra team that you guys think it'll get commoditized because of software and videos making, because VLM and SGLang, which is like open source software coming out of Berkeley and now, you know, sort of has their own environments now and supported by many, like this being commoditized means that like API providers aren't necessarily worth a ton, right?
Is sort of your argument maybe.
I think that's relevant to this whole thing, which is, you know, why, right?
Like, why would you do this?
Yeah, for sure, for sure.
I think it's pretty impressive that a few companies like Etched and Rivos and a number of other companies, Maddox and others, have gotten the amount of funding they've had without even launching a chip.
In the past, yes, silicon companies would make money or raise money, but they would at least launch a chip before they get a big round.
But Etched and Rivos have raised a lot of money without ever launching a chip publicly, which I think is, I mean, it speaks to, well, yes, silicon is super capital intensive if you're building a chip, especially an accelerator, which has so many moving pieces.
And there's like 10 different AI accelerator companies out there, right?
Like that are newish in the last few years.
I think there's a lot more.
That are like, yeah, yeah, yeah, that's fair.
And then there's the old guard, which continues to raise money, right?
Like Grok and Cerebris and Samanova and Tenstorm and so on and so forth, right?
Or GraphCore getting bought out by SoftBank and SoftBank dumping money into this effort as well, right?
Showing 241–260 of 3,025 · page 13 of 152
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