The Minutes of Dylan Patel on ai labs https://minutesof.com/dylan-patel/on/ai-labs/ Everything Dylan Patel has said on ai labs: 2 verbatim quotes between November 2025 and July 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:22 +0000 Patel argues all successful non-NVIDIA AI hardware adoption has come from labs like Anthropic and OpenAI, not https://minutesof.com/q/0c7f58a9-f2d7-4b60-95a3-25f9377db7fb/ https://minutesof.com/q/0c7f58a9-f2d7-4b60-95a3-25f9377db7fb/ “all of the successful AI hardware adoption of non NVIDIA flavors has been Anthropic adopting TPUs. Obviously, Google doing their own with their TPUs. Or Anthropic and OpenAI now adopting Trainium, or OpenAI adopting Cerebras.” — RAISE Summit Wed, 22 Jul 2026 16:52:46 +0000 ai labs Patel states AI labs are projecting one hundred billion dollars in revenue by 2027-2028 with 2-3x growth. https://minutesof.com/q/55c2488f-537a-40ff-a8e2-4e757421a05c/ https://minutesof.com/q/55c2488f-537a-40ff-a8e2-4e757421a05c/ “So, these labs are now projecting revenues of 100,000,000,000 in 2728, and they're projecting revenue keeps growing at this rate of like 3x, 2x” — Dwarkesh Patel Wed, 12 Nov 2025 17:02:10 +0000 ai labs