The Minutes of Dylan Patel on methodology https://minutesof.com/dylan-patel/on/methodology/ Everything Dylan Patel has said on methodology: 3 verbatim quotes between October 2023 and August 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:22:20 +0000 We try and track the entire supply chain from tools that manufacture chips, fabs, data centers, energy, indust https://minutesof.com/q/8069a2f4-c1da-4a82-b880-1c456a111132/ https://minutesof.com/q/8069a2f4-c1da-4a82-b880-1c456a111132/ “We try and track the entire supply chain from tools that manufacture chips, fabs, data centers, energy, industrials, and then AI models and who's using them, how much, and where.” — Swole as a Service Wed, 13 May 2026 20:00:36 +0000 methodology Patel says InferenceMax runs daily benchmarks to track hardware performance improvements as software optimizes https://minutesof.com/q/c8604b65-b25b-4229-8fea-4a277c80372d/ https://minutesof.com/q/c8604b65-b25b-4229-8fea-4a277c80372d/ “And why this is important is you can see the progress of hardware over time as the software stack gets more optimized.” — Open Compute Project Thu, 23 Oct 2025 06:01:19 +0000 methodology Patel estimates SMIC yield by analyzing tool orders since companies don't publicly disclose China sales. https://minutesof.com/q/a201cd77-27d6-488a-95a2-1b47357f4bf1/ https://minutesof.com/q/a201cd77-27d6-488a-95a2-1b47357f4bf1/ “And you have to do a lot of napkin math to figure this out because no one publicly releases how many tools SMIC is buying from them.” — Hidden Forces Wed, 04 Oct 2023 14:00:36 +0000 methodology