The Minutes of Dylan Patel on neo clouds https://minutesof.com/dylan-patel/on/neo-clouds/ Everything Dylan Patel has said on neo clouds: 2 verbatim quotes from November 2025, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:21 +0000 Patel says neo clouds that ranked highest on ClusterMax benchmarks booked significantly more revenue. https://minutesof.com/q/9a2acec1-fa93-4f91-b7b2-610ae8acb9f1/ https://minutesof.com/q/9a2acec1-fa93-4f91-b7b2-610ae8acb9f1/ “And since then we just released the second version, but in the middle, the clouds that ranked the highest actually ended up booking way, way, way more revenue.” — Clockwork Fri, 21 Nov 2025 17:18:51 +0000 neo clouds Patel states top neo clouds achieve 35-40% gross margins while many others are losing money. https://minutesof.com/q/84da5d17-180b-411f-aac0-520cd84480d9/ https://minutesof.com/q/84da5d17-180b-411f-aac0-520cd84480d9/ “And this has enabled, you know, the top in the industry companies to have gross margins of 35, 40%. And now there's a ton of Neo Clouds that are losing money.” — Clockwork Fri, 21 Nov 2025 17:18:51 +0000 neo clouds