Dylan Patel · Evolved on infrastructure · 201 days apart

Then · 5 February 2026

“That $50,000,000,000 of COGS needs to burn on infra, which cost roughly with if a five if you're talking about five year depreciation, call it $250,000,000,000, right, of infra Yeah. For a $100,000,000,000 of revenue.”

Now · 25 August 2026

“As we go forward into the future, the the numbers for computer ballooning, right, we're at, you know, you know, a little bit over a trillion dollars of CapEx this year.”

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Two verbatim excerpts, timestamped, from the same person on the same subject. The full recordings are at the sources; we link out and do not host them. Everything Dylan Patel is on record saying.