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 months
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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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Microsoft has the same problem, I think.
They were super aggressive in 23 and 24.
And then they pulled back heavily, right?
Now, like, OpenAI is slipping through their grasps.
There's that whole thing there.
They cut back on data center investments heavily.
They were going to be the largest infrastructure company in the world by, like, a factor of 2x, which would have been, you know, you could argue maybe that was, like, too much, and maybe it wouldn't have been economical.
Yeah.
but they're losing grasp on OpenAI, their internal model efforts are failing spectacularly.
They're on LLM Arena right now, and they're pretty decent there, but that's just a sycophantic model.
It's a code name, but whatever.
MAI is failing exponentially,
Azure is like losing a lot of share to Oracle and CoreWeave and Google and so on and so forth, right?
Their internal chip effort is by far the worst of any hyperscaler.
Like they're just like mis-executed.
Like GitHub, how is GitHub not the highest ARR software code model?
And, like, there's just nothing, right?
It's, like, GitHub Copilot is failing.
Microsoft Copilot is, like, still crap, right?
Yeah, it's unusable.
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