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Dylan Patel

Founder of SemiAnalysis; semiconductor and AI infrastructure analyst

The latest interviews, podcast appearances, and blog posts from Dylan Patel, updated daily.

All10Video9Podcast1Post0Content from April 2026 onward
28 days ago
Aug 25

Dylan Patel – Two labs will soon control most of the world's workforce

"Every force is screeching towards centralization."

Dwarkesh Patel
8 weeks ago
Jul 30

Ep. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)

On July 29, 2026, the AI trade was living two contradictory lives at once.

SemiAnalysis
2 months ago
Jul 19

SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI

Day 2 of RAISE Summit in Paris, the biggest AI summit in Europe.

Sourcery with Molly O'Shea
2 months ago
Jul 16

Cheap Tokens, Expensive Mistakes: The Real Economics of AI at Scale | RAISE Summit 2026

Liran Zvibel, Co-Founder & CEO of Weka, and Dylan Patel, Founder & Chief Analyst of SemiAnalysis, join Karen Kwok (Reuters Breakingviews) to unpack the real…

RAISE Summit
2 months ago
Jul 14

Dylan Patel in conversation with Supermicro CBO Vik Malyala | Building AI at Scale

What does it actually take to build AI at scale?

Supermicro (COMPUTEX-recorded fireside with CBO Vik Malyala)
3 months ago
Jul 8

Dylan Patel on the infrastructure powering the AI revolution | The Next Big Thing

Artificial intelligence is transforming industries around the world.

WisdomTree in Europe
3 months ago
Jun 30

Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis

Dylan Patel, founder of SemiAnalysis, argues the biggest gains in AI don't come from faster chips, they come from software-hardware co-design.

Sequoia Capital
5 months ago
May 5

Ep. 011 - GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink (Tokenomics)

OpenAI was in serious trouble at the beginning of this year.

SemiAnalysis Weekly
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