PERSON DIRECTORY
Dylan Patel
Host of SemiAnalysis. Dylan Patel appears in 13 indexed conversations across Dwarkesh Podcast, Invest Like the Best, SemiAnalysis. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Dylan Patel – Two labs will soon control most of the world's workforce
Anthropic and OpenAI could receive 40%–50% of new compute next year, potentially controlling most usable FLOPs by end-2028 as GB300, TPU v7 and Trainium 3 improve performance per watt 3–5×.Anthropic’s revenue has reached as high as $50M/MW, it started turning profitable in Q2, and compute repricing, regulation and export controls leave margins, financing and centralization as key risks.
The Supply and Demand of AI Tokens | Dylan Patel Interview
Patrick O'ShaughnessyDylan Patel
SemiAnalysis’s Claude Code spend has reached a $7M annual run rate against $25M of salaries, while Anthropic’s revenue growth implies a 72% gross-margin floor and pricing power that still may not clear capacity constraints.Mythos’s reported L4-to-L6 leap, selective cybersecurity access at 5–10x token cost, and sold-out DRAM, GPUs, CPUs, and fab equipment make compute supply and deployment breadth the key catalysts to monitor.