Episode #4 of Yesterday:Dylan Patel is the founder of SemiAnalysis, the leading research and consulting firm for AI infrastructure and buildouts. Their publication is broadly respected, and they sell data to many hyperscalers and AI labs. In this episode, almost all of what we discussed has never been said publicly. We cover Dylan’s small-town upbringing, a stretch where he felt lost in life & traveled the world, the start of SemiAnalysis, and many other stories.Sponsors: • SemiAnalysis is the leading research and consulting firm for AI infrastructure and buildouts. They work closely with many hyperscalers, AI labs, hedge funds, and semiconductor companies that you know and respect. From tracking the inference economics of model deployments to every data center and the supply chains for fabs, servers, electrical equipment, and more, SemiAnalysis is an expert on the topic. If you want to learn more or work in the industry, visit semianalysis.com to see their research and purchase their models. • The Cannon Project (TCP) builds founding go-to-market and engineering teams for venture-backed startups in San Francisco and New York.They’ve built founding teams at Ramp, Cursor, Decagon, Rogo, and many more — while selectively investing through their flagship venture fund. With over a decade of experience and trusted partnerships across the top 15 U.S.-based venture firms, TCP is the premier talent partner for high-slope opportunities in early-stage technology.To learn more, get in touch, or explore roles across a curated list of breakout startups, visit thecannonproject.com