post Patel says OpenAI's Jalapeño beats NVIDIA Blackwell and Rubin, unusual for first-generation chips
https://x.com/dylan522p/status/2092258594628706778
post Patel argues first-party ASICs have no residual value if OpenAI goes bankrupt, making them unfinanceable
https://x.com/dylan522p/status/2092723645164724225
post Patel says OpenAI explicitly stated at Hot Chips they bet against disaggregation
https://x.com/dylan522p/status/2092633971041403333
post Patel asks Baker about meeting in Boston to share a story
https://x.com/dylan522p/status/2092714130817818971