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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]

People just automatically assume they're great because they can talk the talk.

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

But you know how many people suck at talking and are really freaking good?

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

Yeah, but then you don't know.

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

But then there's people who talk about being able to do better than the person who's doing and like these tests are never as good.

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

How do you select?

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

And this was a big challenge for Meta.

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

So some of the criticisms are like, they didn't get all of the best people.

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

They actually got a lot of like bad people.

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

It's like the cope from like OpenAI and Anthropic and, you know, these kinds of companies are like, no, no, no, they didn't get our best people.

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

It's what Sam said, right?

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

He's like, they didn't get our best people.

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

It's okay.

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

Meanwhile, he did have to do counter offers internally.

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

As far as the process knowledge, I think the ML researchers are an extreme of how much value one can do.

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

But my favorite analogy that I came up with recently is that ML research is the exact same as semiconductor manufacturing in the sense of there's a ton of jobs in semiconductor manufacturing that don't exist in ML research, but it is a ton of

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

Tune a thousand different knobs.

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

Oh, you put the wafer in this tool.

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

You're going to change the pressure of the chamber when you're doing the deposition.

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

Oh, you're going to change the mix of the chemicals flowing in, which chemicals you're putting in, what speed you do it at.

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

Do you do it for 30 minutes?