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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]

Oh, and because I have all this data, maybe I can train a model, not for everything better than you, but for the segment better than you.

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

And so it's like the power dynamics are, it's weird.

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

It's frenemies, right?

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

Everyone's a frenemy, right?

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

Same as opening Microsoft, the most crazy power dynamic that's going on in the world where they signed a MOU that said they had an understanding of like what the deal would actually be for them converting to for-profit.

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

Like

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

What is going on here?

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

Like, this sounds like the most non-announcement announcement ever.

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

The power dynamics of this all, it's the most fascinating soap opera ever, right?

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

Like, one of my friends was telling me about K-pop demon hunters.

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 know if you've heard of this.

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

You've seen it a lot.

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

I had just heard about it, and they're like, oh, let's watch it.

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

I'm like, what?

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

Whatever.

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 there's drama, but this real-world power drama is way cooler than this.

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

There's a few different ones.

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

The Microsoft OpenAI one is absurdly interesting because at one point, like 2023, it was like, Microsoft's going to own the world.

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

2024, a lot of it too.

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

And then like H2 2024, Microsoft backed down a lot.