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
And the rest of the world doesn't care, but Japan market likes it, right?
His whole idea is like let's Galapa ghost them, i.e., keep
their technology within China and then that's like dead weight loss and they never expand outside versus uh the we serve the whole world.
But the whole risk is that the opposite can also happen, right?
Our our technology is hyper optimized to running, you know, uh language models at this scale and RL and you keep you know you keep like hardware, software co-design can take you down a trap path of the tree that like is a dead end.
And then China, like, because they're not allowed to access this tree, they're like, Oh, okay, and then they end up in the like optimal spot, right?
We we had a local minima, they had a local uh local maxima, they had a local
Uh a global maxima, right?
Like that that's sort of like technological galapagosing is sort of what Noah Smith's analogy is.
I like it a lot.
Um I don't know if it's accurate, but uh it's an interesting one.
There's a lot embedded in their numbers now.
Uh, but what's interesting is um consensus for uh the banks is is like for across like this the hyperscalers.
So uh Microsoft, Core Weave, Amazon, Google, and Oracle, right?
Uh
meta, right?
So it's the six hyperscalers, right?
Who I would consider hyperscalers.
The consensus for the banks is three hundred and sixty billion dollars of spend next year across all of them.
Um
Showing 1001–1020 of 3,025 · page 51 of 152
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