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
But bro, like, you know how bad GitHub co-pilot is?
Like, how did they, how did they look at the revenue ARR chart?
It's so funny.
It's so funny if you look at the revenue ARR chart, it's like...
Cloud Code in three months has surpassed that.
Cursor, you know, easily surpassed that.
And then, like, even, like, companies like Replit and Windsurf slash Cognition are, like, going to pass them.
Like, it's like, what's going on?
I think we've already seen AI's value creation.
So sort of there's like the whole like, like the famous like, oh, 300 billion problem or 200 billion problem.
Now it's 600 billion problem.
I'm sure Sequoia is going to put out like the $1.8 trillion problem, right?
Soon enough.
But like, like there is some like reality in that, of course, but you know, ignores that like infrastructure spend today is accounting for five years of revenue, not like one.
And the revenue looks like this, not like flatline.
But I think, um,
I think the main thing is that AI is already generating more value than the spend.
It's that the value capture is broken, right?
Like, I legitimately believe OpenAI is not even capturing 10% of the value they've created in the world already just by usage of chat, right?
And I think the same applies to, you know, Anthropic and Cursor and whoever else you're looking at.
Showing 161–180 of 3,025 · page 9 of 152
← Previous
Next →