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
You know, more than five hundred five, you know, not 360 billion next year, 500 billion next year, and uh for cat total capex and the pie continues to grow for hyperscalers.
NVIDIA says actually it's gonna be multiple trillions a year on AI infrastructure.
And he's gonna capture a huge portion of it.
That's his bull case, right?
That's the bull case is is AI is actually um so transformative and the world just gets covered in data centers and and the majority of uh
your interactions are with AI, whether it's like, you know, business productivity and telling an agent to do some code or you're just talking to your AI girlfriend Annie, right?
Like it doesn't matter.
Um, you know, all of this is running on NVIDIA for the most part.
The peer case
You know, even if it does grow a lot.
So
I guess
How how much do you believe in takeoffs, right?
Yes.
Uh yeah.
So so like if there if there is like a takeoff scenario, right, where like
powerful AI builds more powerful AI builds more powerful AI, or you know, that creates more and more, you know, each level of intelligence like uh enables more for the economy, right?
Like how many how many monkeys can you employ in your business versus how many like humans, right?
You know, sort of the same or how many dogs, right?
Like, you know, the there's sort of like what is the value creation of a human versus a dog?
Showing 1061–1080 of 3,025 · page 54 of 152
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