Dylan Patel (@dylan522p) / X

Dylan Patel

13.7K posts

Dylan Patel

@dylan522p

SemiAnalysis Boutique AI Infrastructure Research and Consulting DMs are open for consulting, quotes, or to talk shop, Opinions my own

Joined April 2018

Dylan Patel
@dylan522p
Apr 30, 2025
In Korea, found this Tteokbokki spot ran by 2 elder ladies I asked if they took card She shook her head, spoke some Korean, walked out, waved me to follow We went to a 7/11 She pointed at some cigarettes, which I bought for her, 3500 won, $2.46 Went back and got served this meal
2.2M
Dylan Patel
@dylan522p
Dec 29, 2024
The most hilarious part of the study isn't that all the Whole Foods Organic veggies & meat are plastic ridden Its that Sour Patch Kids + microwavable Kraft Mac & Cheese were among the least plastic containing foods 6 year old kid diets are totally vindicated vs Whole Foods Maxies
Nat Friedman
@natfriedman
Dec 27, 2024
We did it! We tested 300 Bay Area foods for plastic chemicals. We found some interesting surprises. Top 5 findings in our test results: 1. Our tests found plastic chemicals in 86% of all foods, with phthalates in 73% of the tested products and bisphenols in 22%. It's
772K
Dylan Patel
@dylan522p
Jan 17, 2025
Elon's jet is in Florida. Global Foundries jet is in Florida. Qualcomm's jet is in Florida. In case anyone was wondering what's going on with Intel... They are at Mar-a-Lago. Make America Great Again can only be true if Intel is saved.
1M
Dylan Patel
@dylan522p
Mar 1, 2025
My caste (Leuva Patidar Samaj) volleyball tournament in Dallas is unreal 8,000 people here out of ~40,000 people in the US Everyone from a part of Gujarat and same way of life in the US Literally everyone here owns a motel or gas station in rural America
6.7M
Dylan Patel
@dylan522p
Feb 7, 2024
ChatGPT system prompt is 1700 tokens?!?!? If you were wondering why ChatGPT is so bad versus 6 months ago, its because of the system prompt. Look at how garbage this is. Laziness is literally part of the prompt. Formatted in the paste bin below. pastebin.com/vnxJ7kQk
1.9M
Dylan Patel
@dylan522p
Nov 18, 2023
If they cant align 6 human board members how are they gonna align an AGI
666K
Dylan Patel
@dylan522p
Sep 23, 2025
Yo I heard if u press Up, Up, Down, Down, Left, Right, Left, Right, B, A in Sam Fransisco there's an infinite money glitch
365K
Dylan Patel
@dylan522p
Dec 18, 2024
Microsoft might be investing in Anthropic's new round at $59B. Microsoft wants to have Claude in their pocket to push back against OpenAI who is increasingly rambunctious with Microsoft. Very uncomfortable partnership between the two.
645K
Dylan Patel
@dylan522p
May 1, 2025
Replying to @darthstinkywink
Fucking fire
303K
Dylan Patel
@dylan522p
Jan 26, 2025
Deepseek V3 and R1 discourse boils down to this. Shifting the curve means you build more and scale more dummies
634K
Dylan Patel
@dylan522p
Jan 17, 2025
Nvidia will be a robotics company at the end of the day, not just semiconductor. Few understand the moves they are doing at the lowest level from manufacturing up to software. Classic extend embrace extinguish. They are going to sell robots and this is from Jensen straight up
366K
Dylan Patel
@dylan522p
Mar 17, 2024
Morris Chang TSMC founder is WILD An investor asked about Japanese fabs renting out space He completely mogs Japanese business culture and negotation tactics If you've ever experienced this, his stereotype is hilariously accurate Of course this culture is fading in some areas
1M
Dylan Patel
@dylan522p
Feb 11, 2025
The point of Elon's offer to buy OpenAI for $97.4B to try to fuck over the non-profit to for-profit conversion A standing offer from many accredited investors to buy the non-profit portion OAI prolly tanks the argument to IRS/states Which then maybe kills future fundraising
Sam Altman
@sama
Feb 10, 2025
no thank you but we will buy twitter for $9.74 billion if you want
765K
Dylan Patel
@dylan522p
Dec 23, 2024
Met with @LisaSu today for 1.5 hours as we went through everything She acknowledged the gaps in AMD software stack She took our specific recommendations seriously She asked her team and us a lot of questions Many changes are in flight already! Excited to see improvements coming
Dylan Patel
@dylan522p
Dec 22, 2024
Our 5-month journey conducting independent analysis & benchmarking of AMD MI300X vs Nvidia H100 + H200 Detailed, open source low-level benchmarks performance vs TCO Comprehensive public recommendations It’s not just immature software, they need to change how they do development
597K