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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
It's just that's going to take too long and they're going to go bankrupt by then.
Awesome.
But I think, I hope, I pray someone does something, right?
Like you get a big capital infusion.
I don't know.
The big hyperscalers are like muscled into like, oh, okay, wait.
If TSMC eventually grows their margin to 75% because of the monopoly, plus they intake all this stuff like co-package optics and power delivery and all this, like all of a sudden the cost is going to spike.
So we should actually just throw...
five billion dollars at intel each right screw it and and that could actually give intel enough of a lifeline to potentially get to something and maybe be competitive um that's that's the hope can we uh can we finish by finishing this game that we started when we gave sam altman advice if if jensen was here what advice would you have from hmm if jensen was here uh uh
you know, I think, I think he has a massive, massive balance sheet, right?
Jensen does.
He's, he's cash, free cash flow is like, you know, ridiculous.
Um,
The tax cut, the new Trump tax bill institutes something really incredible, which is that you can depreciate all of the GPU cluster costs in year one.
Which we put out a note about how the tax implications to Meta are like $10 billion a year.
And across each of the major hyperscalers, it's massive.
It's like, well, NVIDIA's going to spend tons and tons of cash.
They're going to spend like...
you know, tens of billions of dollars of taxes, why don't you get into the infrastructure game somehow?
Now, this is obviously going to be, like, crazy because, like, now they're buying their own GPUs and putting them in data centers and doing stuff, and they're competing with their own customers, but they're already doing that anyways because their customers are trying to make chips.
Showing 601–620 of 3,025 · page 31 of 152
← Previous
Next →