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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

Teaching Sand to Think

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By Dylan Patel, Jeff Koch Verified
| Arena Magazine Verified
Teaching Sand to Think Arena publishes four stunning print editions per year, full of stories just like this one on American technology, capital, and industry. Humans may be just the bootloader for digital superintelligence, but we have to work awfully hard to make sand think. To do so required following an exponential curve of progress for more than fifty generations of chips, a new one every year for more than half a century.
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SemiAnalysis专家称存储将面临多年结构性短缺，CPO大规模量产要到2028年底

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By Dylan Patel
| Tiger Sniff
Anthropic率先造血，AI需求叙事开始落地 对于市场上关于AI企业ROI的质疑，Dylan Patel给出了具体数据予以回应。 "Anthropic在第二季度已经实现了自由现金流为正，4月盈利，5月盈利，6月看起来也会是一样。"他表示，Anthropic年化经常性营收已超过500亿美元，毛利率超过70%。OpenAI的营收也随着Codex采用率的提升快速增长。 SemiAnalysis自身的支出轨迹也印证了这一趋势。去年11月，该公司90人团队年化AI支出不足10万美元；到今年1月底，因Claude Code大规模铺开，这一数字飙升至400万美元年化；目前已达1100万美元，峰值周折算年化一度触及1400万美元。"员工人力成本加上AI成本，AI这部分已经超过了三分之一，年底前很可能达到一半。" 他同时指出，更新、更强的模型在实际使用中并不必然更贵。旧模型可能需要10万个token、10次交互才能完成一个任务，新模型可能只需2.5万个token、1次交互。"每次模型从4.6 Opus升级到4.7...
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Anthropic 3Q26 Profit Over $1B: The Anthropic IPO Financials Sneak Peak

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By Joey Brookhart, Crystal J Huang, Dylan Patel
| SemiAnalysis (Newsletter)
When Dario Amodei left OpenAI to start Anthropic in early 2021, the viral release of ChatGPT was over 18 months away and the commercialization of LLMs was practically zero. Just a few short years later, Anthropic and OpenAI combine for ~$100B of ARR and a clear winner emerged in the profitable monetization of AI models in 2026 as Claude Code took the software development world by storm. Anthropic confidentially filed for IPO on June 1st.
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