Dylan Patel

Chief Analyst at SemiAnalysis

SemiAnalysis Boutique AI Infrastructure Research and Consulting DMs are open for consulting, quotes, or to talk shop

Twitter Substack

Posts tracked from 1/16/2023 to 4/27/2026

Posts Analyzed

319

Platforms

Total Followers

116,347

Positive Sentiment

32%

103 positive of 319

Tools Discussed by Dylan Patel

Cody

dev-tools

Mode

ai-analytics

Nomic

llm-provider · 1,878 stars

DeepSeek

llm-provider · 102,417 stars

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Social Reach116.3K total

116.3K

followers

Developer Profile

npm packages

61.6M

weekly downloads

Most Engaging Post

twitter

In Korea, found this Tteokbokki spot ran by 2 elder ladies I asked if they took card She shook her head, spoke some Korean, walked out, waved me to follow We went to a 7/11 She pointed at some cigaret

The author shares a personal experience in Korea, describing a visit to a Tteokbokki spot run by elderly ladies and a humorous interaction involving a 7/11.

24,8424/30/2025View

Posts by Platform1.5 posts/week

Nvidia CEO on open-source platform OpenClaw

Nvidia's CEO discusses the launch of OpenClaw, an open-source platform aimed at enabling enterprises to deploy AI, with insights from Dylan Patel.

open-sourcenvidia

Dylan Patel, founder of SemiAnalysis ...

Dylan Patel discusses the future bottlenecks in AI scaling, predicting significant challenges by 2028 or 2029.

ai scalingbottlenecks

AI Protests

Dylan Patel predicts that large scale physical protests against AI are imminent as public sentiment shifts negatively towards AI figures.

ai protestspublic opinion

Dylan Patel says, "CPU capacity is sold out in a big ...

Dylan Patel highlights a critical shortage in CPU capacity, which is essential for reinforcement learning environments.

cpu capacityreinforcement learning

Every year AI hits a new bottleneck - GPUs, HBM, or power. ...

The article discusses the recurring bottlenecks in AI, with Anthropic experiencing significant growth this year.

ai bottlenecksmarket growth

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