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 compute that they have and are getting this year from Google and Amazon for Anthropic and from Microsoft, CoreWeave, Oracle for OpenAI, 30% of the chips are going to them, just those two companies.
But that's actually like, okay, well, like 70% of the stuff, like,
who's making off, well, one third of it is like ads, right?
Whether it be bike dance or meta or many of the other people who are doing ads.
So then it's still like, okay, well, where are the rest of these one third of the chips coming from?
Well, they're like mostly uneconomic providers who I don't think it's like an obvious bet that they're going to, you know, keep raising bigger and bigger rounds.
So what happens there, I think,
With the, you know, we talked about like coding, right?
Like earlier, actually the Quen Coder 3 model is actually super cheap if you're running it on-prem or if you're running it in the cloud with all these inference libraries.
And so like there's stuff like that as well.
So I think the question is like, how much does it keep growing?
Because clearly, I think the first third is definitely skyrocketing, right?
Of OpenAI Anthropic lab spend.
The second third of like ads is going to grow.
It's not going to grow like crazy, but I think there's definitely an inflection point that could be hit with GenAI ads.
I know Meta's been experimenting with it a lot.
but I could totally be convinced that there's going to be a huge inflection and take right there, right, where you start showing me personalized ads.
Like every person that's an ad is like, looks like me and I'll be like, okay, yes.
Except like slightly better, so I like feel better, right?
And I'm like, I want to buy it, yeah.
Showing 141–160 of 3,025 · page 8 of 152
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