The Minutes

Dylan Patel on

Blackwell and successors

2 entries, 6 Aug 2026 to 25 Aug 2026

On the recordsourced and dated, oldest first

    1. posted

      Patel says Rubin report was written by him and Myron, not a junior's expectation

      “@kospiev @phithetasigma False. It wasnt an expectation. It was me and Myron, the 3rd person at SemiAnalysis who wrote this. You obviously didnt read any the notes re timing either”

      6 Aug 2026 · X · source
    2. posted

      Patel says OpenAI's Jalapeño beats NVIDIA Blackwell and Rubin, unusual for first-generation chips

      “OpenAI Jalapeno is spicy Usually first generation chips aren't competitive, but OpenAI is beating Nvidia Blackwell and even Rubin This is huge news! We got to go into OpenAI's lab to dissect their new chip and dive into the software, architecture, and performance Incredible work! https://t.co/Q7Okgbxnp0”

      25 Aug 2026 · X · source

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