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Dylan Patel

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
3551 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

He's got the voting shares.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

I don't think it's a diminishing return, right?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

I think that's important to recognize, right?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Given it's a log-log chart, scaling laws are.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Given there's no model architecture improvements, you just throw more compute data, model size at it, it gets better at this pace.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Everything has shown that it will continue and it's continued over more than 10 orders of magnitude.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Well, GPT-5 is not necessarily that much bigger than the 4.0, right?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

And 4.0 is smaller than 4.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

What's changing is sort of the paradigm of how you spend the compute

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

And also like if they made a bigger model, could they even serve it?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

No, they did 4.5 and it was terrible.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

No one could, no one could serve it.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

It was actually like quite a bit smarter, but they couldn't actually serve it at any reasonable cost and speed.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Anthropic has the same issue.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

I wouldn't even call it an issue, but like all of their revenue comes from four sonnet.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

It doesn't come from 4.1 Opus, which is the better model.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

It's bigger, but it's slow.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Because the hardware is not caught up in terms of inference speed for that.

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

And so no one wants to use a slow model, right?

Invest Like the Best with Patrick O'Shaughnessy
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

The user experience sucks.