Invest Like the Best
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.469]
Apr 23, 2026
· 45m
This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and demand of tokens. On demand, Dylan describes something completely explosive. He explains why the frontier model is the only model anyone wants, and willingness to pay for it is nearly unbounded. His own firm has gone from tens of thousands of dollars in AI spend last …
Buffering from publisher…
Audio streamed from the publisher — STT.ai does not host podcast files.
Deze aflevering is nog niet getranscribeerd.
Gebruik STT.ai om deze aflevering te transcriberen met AI. Krijg nauwkeurige tekst met luidsprekerdetectie, tijdstempels en export in meerdere formaten.
Speakerdetectie
Tijdstempels op woordniveau
Exporteren als SRT, TXT, JSON