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
So power is not...
the gating factor, it's always capital, right?
At least today, right?
Now China can spend a lot more capital if they wanted to.
They're subsidizing the semiconductor industry to the tune of like $150, $200 billion a year through SOEs, through CapEx that's not generating revenue, et cetera.
So it's not like they couldn't do this to the AI ecosystem, right?
Given, you know, Meta's CapEx is like $60 billion, right?
And Google's CapEx is like $80 billion, right?
Like they could totally spend way more than that on a single effort they just haven't decided to.
And I just think for the US, our build-outs are constrained by power.
Google has a ton of TPUs sitting, waiting for data centers to be powered and ready, as does Meta with GPUs.
We posted about how Meta is now building these effectively tents
Yeah, yeah, for sure.
Because, like, companies like CoreWeave, you know, why is CoreWeave valuable is really because they build infrastructure really fast, right?
And their software is nice, I think, but, like, a lot of their customers are bare muddle, right?
Just replace the GPUs whenever they're broken and network properly.
They grew more aggressively.
And they'll go anywhere.
Yeah, they'll go.
Yeah, yeah, that's very important as well.
Showing 421–440 of 3,025 · page 22 of 152
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