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Dylan Patel

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

Appearances Over Time

Podcast Appearances

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

Like it's crazy, don't you think?

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

So today, so far, right?

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

The only thing I can really perceive, yeah, girlfriend.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

But like, but you know what I mean?

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

I think this would just be ripping.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

Can you imagine what happens to the stock if Satya starts talking about Pascal's wager?

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

I mean, like, the only thing I can say is that you look at a chart with three points on a graph, GPT-1, 2, 3, and then you're like...

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

I agree with you, but I also, I agree with Dylan that it can be achieved.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

ROI, like semiconductor, TSMC does this.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

Invest $16 billion, it expects ROI does that, right?

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

I understand that.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

That's fine.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

Lag, all that.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

The thing that I don't expect is that GPT-5 is not here.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

It's all dependent on GPT-5 being good.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

If GPT-5 sucks, if GPT-5 looks like it doesn't blow people's socks off, this is all void.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

Show them.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

Show them.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

Show them.

Dwarkesh Podcast
Dylan Patel & Jon (Asianometry) โ€“ How the Semiconductor Industry Actually Works

We've already accepted GPT-5 would be good.