The Minutes of Dylan Patel on microsoft https://minutesof.com/dylan-patel/on/microsoft/ Everything Dylan Patel has said on Microsoft: 5 verbatim quotes between December 2023 and November 2025, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:22:18 +0000 Patel explains Microsoft's hesitation: OpenAI has only $14 billion ARR but wants $300 billion in compute. https://minutesof.com/q/258c1bc3-248a-45d6-9b0a-dd0621adbd80/ https://minutesof.com/q/258c1bc3-248a-45d6-9b0a-dd0621adbd80/ “How are you gonna how are you gonna pay for this? By the end of the year, it's like 14 right now. Right? Billion dollars on an ARR basis.” — David Ondrej Thu, 18 Sep 2025 16:14:25 +0000 microsoft Patel describes Microsoft's shift from 48-megawatt buildings to 300-megawatt AI-specific data centers for incr https://minutesof.com/q/03d1dcb7-cdc3-4b70-a35d-96720749d321/ https://minutesof.com/q/03d1dcb7-cdc3-4b70-a35d-96720749d321/ “Here you can see that same data center, that same type of data center vertically. And that's 48 megawatts, or 57, And then this data center center is like 300 megawatts.” — Scaling Intelligence Tue, 12 Nov 2024 04:17:00 +0000 microsoft Patel says Microsoft and OpenAI have 500,000 GB200 GPUs totaling one gigawatt coming online next year. https://minutesof.com/q/9c88df4d-4d27-4ba8-9f09-e66cb257c9e7/ https://minutesof.com/q/9c88df4d-4d27-4ba8-9f09-e66cb257c9e7/ “Microsoft slash OpenAI slash their partners for them. And then and then potentially even more, 500 k GB two hundreds, right, is a gigawatt. Right? And that's, like, online next year.” — Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 microsoft Patel predicts Microsoft/OpenAI will have a million H100-equivalent chips in a single cluster by end of next y https://minutesof.com/q/fb831a44-ddf5-4c82-9e85-d209a6316700/ https://minutesof.com/q/fb831a44-ddf5-4c82-9e85-d209a6316700/ “three hundred to, like, seven 500,000, let's say, but those GPUs are two to three x faster, right, versus the 100 k cluster.” — Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 microsoft But, like, the the level of the value that they deliver to the world, if you talk to anyone there, they truly https://minutesof.com/q/a3b1ab28-1d05-4f90-a32c-98993e072930/ https://minutesof.com/q/a3b1ab28-1d05-4f90-a32c-98993e072930/ “But, like, the the level of the value that they deliver to the world, if you talk to anyone there, they truly believe it'll be tens of trillions if not hundreds of trillions of dollars.” — Latent Space Tue, 05 Dec 2023 18:16:28 +0000 microsoft