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.
13 EPISODES8 SHOWS
Language
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.