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Dylan Patel

Dylan Patel

SemiAnalysis founder

Every podcast episode featuring Dylan Patel that Attunex has found — 48 featured appearances across 32 shows, each with an on-device transcript and summary. Follow Dylan in Attunex to get new appearances automatically.

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Updated 2026-09-04.

  1. #689.Dylan Patel：2028 年两家 AI 实验室如何吞下全球算力，并把世界推向高利率时代
    跨国串门儿计划 AI
    2026-08-26
  2. AI数字劳动力一年涨十倍，本世纪末前恐超越全人类工作总量
    Andrej Karpathy的RSS订阅清单 Mentioned AI
    2026-08-26
  3. Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028
    Dwarkesh Podcast
    2026-08-25
  4. Ep. 25 - DYLAN IS HERE, LIVE! | Dylan Patel & Jordan Nanos
    SemiAnalysis Weekly
    2026-08-17
  5. Dylan Patel, SemiAnalysis, Nebius, Glean, Legora.. 12 Hot Takes From The Biggest Names in AI
    Sourcery
    2026-07-19
  6. From the Archive: Can Anyone Catch NVIDIA? | The Future of Chips and Infrastructure
    The a16z Show
    2026-07-15
  7. #623.Dylan Patel 谈驱动 AI 革命的基础设施
    跨国串门儿计划 AI
    2026-07-11
  8. Dylan Patel on the infrastructure powering the AI revolution | The Next Big Thing
    The Next Big Thing: A Megatrends Podcast
    2026-07-09
  9. Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis
    Training Data
    2026-06-30
  10. Ep. 011 - GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink (Tokenomics) | Jordan Nanos, Dylan Patel, Doug O'Laughlin, Max Kan
    SemiAnalysis Weekly
    2026-05-06
  11. #508. Token 的供需死局：Dylan Patel 深度访谈
    跨国串门儿计划 Mentioned AI
    2026-04-25
  12. Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints
    Invest Like the Best with Patrick O'Shaughnessy
    2026-04-23
  13. 200 Gigawatts or Bust: Dylan Patel on the Engineering Reality of AGI Scaling
    Neural intel Pod AI
    2026-04-12
  14. Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute
    Dwarkesh Podcast
    2026-03-13
  15. "Google will have ZERO free cash flow in 2027" — Dylan Patel's Bombshell Prediction on Why They're Betting The Entire Company on AI
    AI Dispatch Mentioned AI
    2026-02-28
  16. Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
    The MAD Podcast with Matt Turck
    2026-02-05
  17. Live From Cisco AI Summit | Chuck Robbins, Aaron Levie, Jeetu Patel, Costa Kladianos, Dylan Patel
    TBPN
    2026-02-03
  18. FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
    TBPN
    2026-02-03
  19. Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government
    AI + a16z
    2026-01-06
  20. SemiAnalysis Dylan Patel访谈：英伟达OpenAI甲骨文的万亿资本豪赌
    NotebookLM看世界 AI
    2025-12-04
  21. David Sacked by NYT, Sir Dylan Patel Joins, Kushner & Sama are Thriving | Ro Khanna, Jonathan Swerdlin, Cristóbal Valenzuela, Vincent Weisser, Ben Hylak, Alby Churven
    TBPN
    2025-12-01
  22. Satya Nadella — How Microsoft is preparing for AGI
    Dwarkesh Podcast
    2025-11-12
  23. Sam Altman LIVE on Sora, Hollywood, & the Future of Ads | Bill Peebles, Dylan Patel, Elad Gil, Robby Stein, Morgan Housel, Misha Laskin
    TBPN
    2025-10-10
  24. Dylan Patel - Inside the Trillion-Dollar AI Buildout
    Podcast Notes Playlist: Startup
    2025-10-07
  25. Dylan Patel - Inside the Trillion-Dollar AI Buildout
    Podcast Notes Playlist: Business
    2025-10-07
  26. Dylan Patel - Inside the Trillion-Dollar AI Buildout
    Invest Like the Best with Patrick O'Shaughnessy
    2025-09-30
  27. Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
    The a16z Show
    2025-09-22
  28. NVIDIA's Trojan horse, Yann LeCun Timebomb, 8 Sleep Mega Raise and the Physical AI Boom
    Built 2 Scale Mentioned
    2025-08-22
  29. Dylan Patel: GPT-5, NVIDIA, Intel, Meta, Apple
    The a16z Show
    2025-08-18
  30. Dylan Patel｜Lost in Life to Founding SemiAnalysis
    ORIGINS
    2025-08-15
  31. Chips, Neoclouds, and the Quest for AI Dominance with SemiAnalysis Founder and CEO Dylan Patel
    No Priors: Artificial Intelligence | Technology | Startups
    2025-08-14
  32. #22 Dylan Patel: China’s Robotics Dominance; AI Infrastructure Breakdown
    Going Direct Conversations
    2025-06-22
  33. Trump-Musk Fallout Recap, Circle IPO Post-Game with CEO | Dylan Patel, Jeremy Allaire, Kat Cole, Dana Settle, Anastasios Angelopoulos, Patrick Blumen, Blake Scholl
    TBPN
    2025-06-06
  34. Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With Dylan Patel
    Big Technology Podcast
    2025-04-23
  35. Episode 20: Dylan Patel at the AI+Compute Summit
    Memos to the President
    2025-03-13
  36. DeepSeek, OpenAI, and the Future of Intelligence with with Dylan Patel & Nathan Lambert - Competition, Ethics & AGI Dylan Patel and Nathan Lambert
    Brilliant Minds’ Digest Mentioned
    2025-02-08
  37. SemiAnalysis + Asianometry on the AI Mandate of Heaven
    ChinaTalk
    2025-02-07
  38. #459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
    Lex Fridman Podcast
    2025-02-03
  39. Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
    BG2Pod with Brad Gerstner and Bill Gurley Mentioned
    2025-01-23
  40. Ep 53: SemiAnalysis Founder Dylan Patel on New AI Regulations, Future of Chinese AI & xAI’s Scrappy Surge to Hyperscale
    Unsupervised Learning with Jacob Effron
    2025-01-21
  41. AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
    BG2Pod with Brad Gerstner and Bill Gurley
    2024-12-23
  42. AI in 2025 – Infrastructure, investment & bottlenecks with Dylan Patel
    Azeem Azhar's Exponential View
    2024-12-23
  43. EMERGENCY POD: Biden's Final Export Controls Misfire?
    ChinaTalk
    2024-12-03
  44. @Asianometry & Dylan Patel — How the semiconductor industry actually works
    Dwarkesh Podcast
    2024-10-02
  45. The NVIDIA Blackwell "Delay" (with Dylan Patel)
    The neXt Curve reThink Podcast
    2024-08-10
  46. Latent Space Chats: NLW (Four Wars, GPT5), Josh Albrecht/Ali Rohde (TNAI), Dylan Patel/Semianalysis (Groq), Milind Naphade (Nvidia GTC), Personal AI (ft. Harrison Chase — LangFriend/LangMem)
    Latent Space: The AI Engineer Podcast
    2024-04-06
  47. A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis
    ChinaTalk
    2024-04-04
  48. Dylan Patel on The Growing Important of Semiconductors in AI
    Emergent Behavior
    2024-03-08
  49. Dissecting the AI Revolution's Economic Ripple Effects with Industry Expert Dylan Patel
    Lead-Lag Live
    2024-02-15
  50. NCI: AI & Silicon Wars, CHIPS & Crypto w/ Dylan Patel, Founder Semianalysis & Meltem Demirors
    Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
    2024-01-09
  51. China Made a Chip Breakthrough That Shocked the World
    Odd Lots
    2023-12-07
  52. The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
    Latent Space: The AI Engineer Podcast
    2023-11-17
  53. U.S. Semiconductor Export Controls On China Are Failing | Dylan Patel
    Hidden Forces
    2023-10-04
  54. EMERGENCY POD: Huawei's Breakthrough, the Technical, Industrial and Strategic Implications
    ChinaTalk
    2023-09-13
  55. Dylan Patel on the GPU Shortage, Nvidia and the Deep Learning Supply Chain
    The Inside View
    2023-08-09
  56. Applied Materials: Sanding Atoms
    Business Breakdowns
    2023-07-05
  57. What Exactly Is A.I. & Why Should We Care? A Layman's Explanation | Dylan Patel
    Wealthion - Be Financially Resilient
    2023-06-27
  58. Chips: 2022 in Review
    ChinaTalk
    2022-12-16