Dylan Patel
Mentioned in 23 analyzed podcast episodes across 9 shows
Founder and analyst at SemiAnalysis, a semiconductor research firm focused on AI infrastructure and chip markets. Known for publishing detailed research on GPU performance, inference efficiency, and semiconductor supply chain dynamics that inform discussions about AI's hardware requirements and bottlenecks. Frequently cited by major tech podcasts for expertise on chip supply constraints, energy demands, and the intersection of AI development with semiconductor availability.
Appears On
Episode Appearances
Dwarkesh Podcast · Apr 15, 2026
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
“Cited for inference benchmarking and analysis of NVIDIA's performance advantages”
TBPN · Apr 3, 2026
Open AI Acquires TBPN, Artemis II, The AI-Built $1.8B Company | Diet TBPN
“Frequent TBPN guest who has become a dear friend of the hosts”
TBPN · Apr 2, 2026
OpenAI Acquires TBPN
“Semiconductor analyst praised by Jim Cramer as 'gospel' on chip industry; appearing on TBPN”
Mad Money w/ Jim Cramer · Apr 1, 2026
Mad Money w/ Jim Cramer 4/1/26
“Independent chip research analyst providing benchmarking data on AI inference performance, recognized by Jensen Huang at GTC”
TBPN · Mar 17, 2026
OpenAI Ends Side Quests, SF Housing Market is Back, Kalshi’s $1B Prize | Diet TBPN
“Semianalysis analyst providing insights on AI compute constraints and chip bottlenecks”
TBPN · Mar 16, 2026
AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN
“Analyst discussing GPT-5 $100B+ TAM and AGI thresholds on podcast”
The a16z Show · Mar 16, 2026
AI Startups vs. Big Chatbots — With Olivia Moore
“Semi Analysis analyst quoted comparing AI development to pre-pandemic awareness”
Dwarkesh Podcast · Mar 13, 2026
Dylan Patel — Deep Dive on the 3 Big Bottlenecks to Scaling AI Compute
“CEO of SemiAnalysis providing detailed analysis of AI infrastructure bottlenecks”
Big Technology Podcast · Mar 11, 2026
AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
“Semianalysis analyst quoted comparing AI development to early pandemic awareness”
TBPN · Mar 9, 2026
Oil Market Turbulence, Sundar's New Comp Package, TBPN Weather Report | Diet TBPN
“Analyst comparing current SF AI scene to Wuhan before pandemic, suggesting major changes coming”
TBPN · Mar 9, 2026
History’s Largest Oil Disruption, Oil & AI, Sundar's New Pay Deal | Alex Epstein, Dr. Alex Wissner-Gross, Charles Lamanna, Julien Bek, Eoghan McCabe, Michelle Volz
“Posted viral comparison of SF to Wuhan before pandemic about AI acceleration”
No Priors: Artificial Intelligence | Technology | Startups · Feb 26, 2026
How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital Managing Director Neil Tiwari
“Semi Analysis analyst; published research on inference efficiency and GPU performance comparisons”
Latent Space: The AI Engineer Podcast · Feb 24, 2026
Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
“SemiAnalysis co-founder and O'Laughlin's semiconductor analysis partner”
TBPN · Feb 10, 2026
Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN
“Only person actively dancing during the Super Bowl halftime show performance”
TBPN · Feb 7, 2026
The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
“Semiconductor analyst interviewed about chip supply chain bottlenecks”
TBPN · Feb 6, 2026
Chip Bottleneck vs. Energy Bottleneck, Amazon’s $200B Capex, Big Tech Earnings | Doug O'Laughlin, Max Levchin, TJ Parker, Arsalan Tavakoli
“SemiAnalysis analyst provided context on semiconductor vs energy bottlenecks”
TBPN · Feb 5, 2026
Sam Altman on Codex 5.3 Launch, Anthropic's Sholto Douglas, Alphabet Beats Q4 Estimates | Sam Altman, Sholto Douglas, Daniel Barcelo, Mandy Fields, Ivan Burazin, Scott Rogowsky
“SemiAnalysis analyst cited for GitHub commit data and AI progress analysis”
TBPN · Feb 4, 2026
Our Super Bowl Ad, Walmart hits $1T, Ken is Sick of Griftin | Dara Khosrowshahi, Mati Staniszewski & Andrew Reed, Gergely Orosz, Mitchell Green, Simon Hørup Eskildsen, KJ Dhaliwal, Nicolas Sharp
“SemiAnalysis founder providing insights on semiconductor industry and AI infrastructure”
TBPN · Feb 3, 2026
Live From Cisco AI Summit | Chuck Robbins, Aaron Levie, Jeetu Patel, Costa Kladianos, Dylan Patel
“SemiAnalysis founder analyzed chip supply chains, space computing, and China trade policy”
TBPN · Jan 23, 2026
China's Acquisition Spree, TikTok's Survival Deal, Intel Slips | Tuhin Srivastava, Bryce Strauss, Max Spero, Russ d'Sa
The Vergecast · Dec 23, 2025
The Vergecast RAM Holiday Spec-Tacular
“Founder of Semanalysis; AI infrastructure analyst providing detailed market forecasts and supply chain analysis”
Dwarkesh Podcast · Nov 12, 2025
Satya Nadella — How Microsoft is preparing for AGI
“Co-host and founder of Simeon Alessas; provided market data on AI coding agent revenue and capacity forecasts”
BG2Pod with Brad Gerstner and Bill Gurley · Oct 14, 2025
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
“Founder of SemiAnalysis; tracking AI supply chain and chip demand signals”