The Minutes of Dylan Patel on market dynamics https://minutesof.com/dylan-patel/on/market-dynamics/ Everything Dylan Patel has said on market dynamics: 4 verbatim quotes between October 2024 and November 2025, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:22:19 +0000 Patel reports five or six neo clouds have already gone out of business in just a few years. https://minutesof.com/q/aa801cea-f3ca-4fe8-aabc-405fb076edbe/ https://minutesof.com/q/aa801cea-f3ca-4fe8-aabc-405fb076edbe/ “There's I believe five or six that have already gone out of business. It's only been a few years. Right. Right?” — Clockwork Fri, 21 Nov 2025 17:18:51 +0000 market dynamics Patel compares GPU purchasing process to buying drugs, calling people to ask about availability and pricing. https://minutesof.com/q/443520da-cfa4-4eff-940e-d05dc484f5c3/ https://minutesof.com/q/443520da-cfa4-4eff-940e-d05dc484f5c3/ “my opinion on how you buy GPUs is that it's like buying cocaine or any other drug. This is described to me, not me.” — a16z Mon, 22 Sep 2025 13:01:51 +0000 market dynamics Patel compares buying GPUs to buying cocaine with informal texts asking for availability and pricing. https://minutesof.com/q/f57615a3-1a5a-4c7f-97ee-78062d7419e1/ https://minutesof.com/q/f57615a3-1a5a-4c7f-97ee-78062d7419e1/ “You call up a couple people. You text a couple people. You ask, yo. How much you got? What's the price? It's like Exactly. This is fucking like, buy drugs. Like oh, sorry. Sorry.” — a16z Mon, 22 Sep 2025 13:01:51 +0000 market dynamics Patel says cloud pricing varies by three times due to poor marketing, sales, and stranded compute capacity. https://minutesof.com/q/a4358e2e-3665-42ec-9a3a-0df1412c0fb5/ https://minutesof.com/q/a4358e2e-3665-42ec-9a3a-0df1412c0fb5/ “Like the the cost difference between different clouds can be as much as three x. Right? Because a lot of these clouds are bad at marketing, bad at sales, stranded compute.” — Prime Intellect AI Tue, 25 Mar 2025 18:21:45 +0000 market dynamics