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.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit yesterdayy.substack.com