Dylan Patel

Decided to dress up as a fraud for Halloween I scared the ever loving shit out of the Ernst & Young

@anujsaharan_ Gotta be a risk taker not a philosopher

i cant believe how many split second decisions ive made that have had ripple effects through the rest of my life

@jxnlco Posting bangers*

Yo Dylan your intern is drinking too many sugary drinks.

Olympian Gold Medalist Alysa Liu, recently went viral for her Teen Vogue rant on OpenAI Codex. “I can see why Sam Altman open sourced Codex. Clearly the experience is significantly worse than Claude Code. I was unable to feel the AGI using Codex. As oppose to using Claude Code, I felt the enlightenment coming and support UBI ”

Jensen name-dropped me in the keynote and posed with our belt. He has a physical belt too but they just showed the pic Intially I made fun of the 35X perf improvement being bogus, I thought it was an exaggeration of performance Turns out he was sandbagging, and perf is 50x

@stalkermustang @arenamagdotcom Only real countries

@dylan522p > Printed and bound in Belgium > can't order to the UK @arenamagdotcom ???? wtf

I'm the author of the first chapter in the book, "Teaching Sand to Think" Julia kicked ass with this book, it's visually stunning and has so many awesome contributors

@arenamagdotcom Beautiful book that I'm in!

Announcing our first book: Silicon A beautiful coffee table book about the world of transistors, chips, and the greatest technology revolution of all time. 384 pages. Almost five pounds. Preorders open now, shipping in May: arenamag.com/silicon

@riskytake1 They had editors. Something SemiAnalysis could never

@dylan522p I'll keep an eye on typos

@gdpishere @lexfridman Nice meeting you,however breif!

A selfie with @dylan522p means day is made. All the other sessions are a bonus! Have been a fan of this guy since the @lexfridman podcast came out & have been hooked onto AI Chips & geopolitics since then. Now I understand how fanbois for Anime behave. Never making fun of them!

@FinnStockinger @dwarkesh_sp The source and reticle stage are American engineered / manufactured?

People underestimate how much this comes down to a few hundred specialized engineers in Europe rather than just raw capital. You can't just "software update" your way out of a physical hardware bottleneck when the tolerances are that tight. It feels like the market is pricing in infinite compute while ignoring the fact that we're essentially reliant on a handful of master craftsmen.

EUV machines are the most complicated tools humans make. Their supply chain has over 10,000 individual suppliers, and any one of them not scaling fast enough can bottleneck the entire AI industry. An EUV tool fires lasers at a tiny tin droplet three times in precise sequence, blasting it hard enough to emit EUV light. That light bounces off 18 multilayer mirrors onto the wafer. Meanwhile, the two platforms inside the machine - one holding the stencil, one holding the chip - are flying back and forth at 9Gs in opposite directions. The successive passes have to land on top of each other to within 3 nanometers. If any part of this is off, yield goes to zero. Take just one component. The mirrors are mostly supplied by Carl Zeiss, who have probably fewer than a thousand people working on them. In turn, Carl Zeiss rely on machines from Switzerland to deposit each of the layers, and use a coating process co-developed with a different German company. None of these companies have woken up. They’re gradually increasing production, but nowhere near the levels necessary for what the labs want by the end of the decade. @dylan522p predicts production can't scale beyond about 100 EUV machines per year by 2030, no matter how much money gets thrown at the problem. In the medium term this is the key bottleneck on scaling.

@messyfork @NVIDIAAIDev I screamed

@NVIDIAAIDev All I could think of was @dylan522p's shiteating grin when this happened 🤣 congrats y'all

💪

it is a little known fact that dwarkesh and dylan own a chain of indian grocery stores in texas called patel brothers

@var_epsilon Facts

@throwaway3313 They are keeping all big models closed source

@dylan522p Alibaba has never said they're going to shut down Qwen. on the contrary, they've said they're going to continue with Qwen open source. And DeepSeek doesn't want to release a model that's only marginally an improvement on what already exists.

Deepseek v4 still not released Alibaba Qwen going closed Western open weights models slacking In these dark times for open source, who will save us? Alliances must be made, brothers must band together! A world of only closed source AI will lead to consolidation of power! Tyranny!

@InvestLikeBest Damn I said that? That's smart haha

.@dylan522p: "Electrician wages have doubled for mobile electricians who can work on data center stuff. If you're willing to move to West Texas, it's like 2015 again being a fracking guy. You don't need to be super skilled. There aren't enough of those people. If there were enough electricians in West Texas, enough in America, we could build these data centers faster." From ILTB Ep. 442, Inside the Trillion-Dollar AI Buildout

I just witnessed someone in front of me market buy Nvidia stock as Jensen is talking and then post screenshots on WeChat alongside his view from the crowd