Dylan Patel on Muck Rack

Dylan Patel

San Francisco Bay
As seen in: SemiAnalysis, SemiAnalysis (Newsletter), Apple Podcasts, LinkedIn, Business Insider, AI Supremacy, Substack, Food & Wine, Journal of Pharmacology and Experimental Therapeutics, Mondaq, Crypto Briefing, SemiWiki.com and
SemiAnalysis Boutique AI Infrastructure Research and Consulting DMs are open for consulting, quotes, or to talk shop, Opinions my own
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Articles

RL Systems Mind the Gap: Matching Trainer and Generator Throughput

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By Kimbo Chen, Dylan Patel
| SemiAnalysis (Newsletter)
Coding assistants are the greatest B2B SaaS application the world has ever seen: a $30B+ ARR market across the six largest players today, on track to clear $100B by year end, per our tokenomics model. The agentic coding capabilities of those assistants don’t come from pre-training alone. Post-training, and reinforcement learning (RL) in particular, is what elicits these capabilities from such pre-trained models.
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Intel Should Raise Capital

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By Sravan Kundojjala, Dylan Patel
| SemiAnalysis (Newsletter)
We have written a lot about Intel. It’s a firm near and dear to our heart, and is the birth of the semiconductor industry. To say we love Intel and their role in the world is an understatement. We also have been very vocally right during their initial product mishaps, as well as supportive and excited for the turnaround. The thing we have believed the most is that Intel’s board is one of the biggest parties to blame for Intel’s death, and we recently got what we want.
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AI Dark Output: The Visible Cost of Invisible Output

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By Dylan Patel, Malcolm Spittler
| SemiAnalysis (Newsletter)
During the 1980s and 90s, macroeconomic data could not detect the contribution of the emerging computer revolution. Famously, Robert Solow quipped “You can see the computer age everywhere, but in the productivity statistics.” And yet, despite the dot com boom and bust the Magnificent 7 now have a market cap 1.8x that of Europe.
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