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
Do you think Oracle and Open do you think OpenAI, which signed a three hundred billion dollar plus deal with with Oracle, will actually be able to pay three hundred billion dollars, right?
Across raising capital and revenue.
And I think most and and and and it gets to a rate of like over eighty billion, eight over ninety billion dollars a year, uh in just a handful of years, right?
So it's like
Do you believe the market will grow that fast?
Um, it's it's very possible, yes.
And it's very possible for like, you know, open AI, what is their revenue gonna be exiting next next year?
Some people think thirty-five billion, some people think forty billion, some think people think forty-five billion, you know, ARR by the end of the year next year.
This year they hit twenty, right?
Um, ARR.
You know, so so if that growth rate is maintained, then all of that
Cost goes to compute plus all the capital they continue to raise.
Right.
And again, there are financials that they sort of like gave to investors for their last round was like, hey, we're gonna bend, we're gonna burn like $15 billion next year.
It's probably more likely going to be like 20, but like, you know, and you you stack this on and they're not turning a cash flow, they're not gonna be profitable until 2029.
So you sort of have like
they're gonna continue to b burn fifteen, twenty, twenty five billion dollars of cash each year plus revenue growth.
That's their compute spend.
And you do this for Entropic, you do this for OpenAI, you do this for all the labs.
It's very possible that the pie does get to, you know
Showing 1041–1060 of 3,025 · page 53 of 152
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