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
And they've had to write down over their history multiple times, right?
Many, many billions of dollars in accumulative orders, right?
So accumulate in total orders.
Whether it be, you know, the H20, which is more regulatory, but like other cases they've ordered and had to cancel.
Um is that many billions?
It's many billions.
Peanuts.
Well, it depends, right?
The crypto write down was like
multiple billion when their stock was like less than a hundred billion, right?
Like it's like a
You know, it's it's peanut butter compared to the upside, right?
I think I think
everything you did was right.
Yeah.
And I think everything AMD did was wrong.
Like, you know, in that in that scenario, but like
It it it is it is crazy to especially in a cyclical industry like semiconductors where companies go bankrupt all the time, which is why we have all this consolidation is
Every down cycle companies go bankrupt.
Yeah, so so we we uh I don't know if you've seen these like uh uh Li Kwan Yu edits where they're like him like saying some like fiery speech and then like and then it's like some cool music at the end and it's like showing different pictures of him.
Showing 1181–1200 of 3,025 · page 60 of 152
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