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Dylan Patel on Transistor Radio: "I can be a professional, this is just a character I play for the podcast." Dylan in his day job (objectively hilarious):

AMD is making big moves in winning over the neocloud ecosystem through their balance sheet. At the same time Nvidia is alienating many with DGX Lepton MI355 is great perf per TCO againist HGX B200 but it is not rack scale unlike GB200 nvl72 MI355 is rack scale from temu dot com

Over the next 2 months who Alex is able to poach is key. The critical measurement is how he onboards + reorgs the existing tons of talent at Meta to enable building super intelligence. It's a hard path but I think he'll navigate it well for Meta catch up to SOME extent How much?

Selective metal printers are cool as fuck Met a company that's printing missle chassis at 72 an hour the other week. Thread quoted about it

These 8 and 9 figure offers may not convince the cultists at OpenAI and Anthropic, but there's plenty of mercenaries out there Some at OpenAI A lot at XAI

Morris Chang started TSMC at 55. That's the most important and irreplaceable company in the world. This young boy culture in SF is weird. I'm still in my 20s, but I know there's even bigger things I'ma do in my 30s and 40s and 50s and 60s and 70s.

zucc FOUNDER MODE masterplan

B-2 Bomber Strikes as a Service B2B SaaS Cred Vansh Singh

The Nvidia Tensor Core is the most important evolution of computer architecture in the last decade We explain why / how it's evolved Shout out to collaborators Benjamin F Spector Tri Dao Colfax International Charles 🎉 Frye Ian Buck Neil Movva Jonah Alben esp Simon Guo 🦝 for the cutest cover pic

IDK who Kevin Rippey is but this is the funniest thing I've ever seen written about me! Thanks for the compliment Kevin! We had a sick core research note today on Arista. Slides below I think 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠 got like 50% of them but we'll post them with full explanation soon. $ANET

Apparently I left a Xiaomi store in Lima a 1 star review last year when visiting. In Spanish "I used the Wi-Fi, they logged all my information, and they keep sending spam, including propaganda about Taiwan not being a country." I don't remember but totally in character wtf Dylan

The weakness of the US grid isn't just the lack of power It's also the lack of mechanisms to keep it stable I expect a training run to plunge hundreds of thousands of people into a blackout This will make normies anti-AI infrastructure There's solutions we can implement though!

>at a conference >someone says LLMs won’t generalise, overhyped >look at his badge >he works at IBM Every time

In today's insane (and not in a good way) episode of Transistor Radio, we talk but can't talk about Meta's hiring spree, ponder the ongoing 2025 bee crisis, Labubus (?), and Kweichow Moutai. Dylan Patel Fabricated Knowledge Jordan Schneider youtu.be/3Tm_EsSpju8

One of the major technology innovations that has enabled LLM training and inference and a fundamental component of NVIDIA’s datacenter GPUs was actually partially invented by AMD. Click below to read more. 1/5

Love that Elon is confirming our intel on the existing overseas power plant that he deconstructed, bought, and is shipping to Memphis

This slide encompasses dozens of different layers of the semiconductor industry

It's fun that Deepseek is being served at lower latencies and the same cost by a number of companies. A few firms have implemented Deepseek's high rank / wide EP inference set up with higher efficiency too. As such traffic has left Deepseek's direct API to other providers

My hearing has been messed up for 3 weeks, felt pressure and hearing impacted. I went to two normal doctors, took afrin, Flonase, antibiotic ear drops, and steroids to fix it. Finally went to a specialist, this lovely 65 year old Dr. Sloan who retires in two weeks. He froze my

If you compliment a dude he will be happy for months I love you Simo Ryu