The Minutes of Dylan Patel on prediction https://minutesof.com/dylan-patel/on/prediction/ Everything Dylan Patel has said on prediction: 5 verbatim quotes between January 2025 and May 2026, each with a timestamp and a link to the recording it… en Fri, 23 Oct 2026 11:02:05 +0000 Patel predicts reasoning chains will close as AI response times extend from immediate to hours or days. https://minutesof.com/q/44c831c5-138e-45c3-8b54-9ad0278248ff/ https://minutesof.com/q/44c831c5-138e-45c3-8b54-9ad0278248ff/ “And then as the horizon of AI models gets longer, right, rather than a question answer immediately, the question answer becomes ten minutes, hours, days, the value of all the reasoning is gone.” — Swole as a Service Wed, 13 May 2026 20:00:36 +0000 prediction Patel predicts AMD will remain in single-digit percentage market share despite being credible competitor. https://minutesof.com/q/2a1d4208-3cfe-4a01-a766-5ad296e384fb/ https://minutesof.com/q/2a1d4208-3cfe-4a01-a766-5ad296e384fb/ “I don't think they'll go beyond, like I think they'll stay in single digits market share, single digit percentage market share. Yeah. Single digit percentage market share” — The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 prediction Patel says neo clouds must scale massively, add software, accept real estate returns, or go bankrupt. https://minutesof.com/q/7c6ab0a9-57ce-440f-a89a-c1c5218e4453/ https://minutesof.com/q/7c6ab0a9-57ce-440f-a89a-c1c5218e4453/ “you either have to go, like, really, really big, or you need to move into the software layer, or you just make commercial real estate, or you go bankrupt.” — No Priors: AI, Machine Learning, Tech, & Startups Thu, 14 Aug 2025 10:01:35 +0000 prediction Patel predicts China will stop open sourcing AI models once ahead and closed source will ultimately win. https://minutesof.com/q/4728732c-0771-4e99-ad96-f8a818be3df3/ https://minutesof.com/q/4728732c-0771-4e99-ad96-f8a818be3df3/ “China's open sourcing stuff only because they're behind the moment they're ahead, they will stop open sourcing stuff. And at the end of the day, closed source will win. Unfortunately, closed source will win.” — Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 prediction Or or that's what it looks like based on or, you know, one gigawatt in twenty twenty six ish. And Meta's Meta' https://minutesof.com/q/eb6b2094-e7b7-4ac7-9761-c8cc9c5e0736/ https://minutesof.com/q/eb6b2094-e7b7-4ac7-9761-c8cc9c5e0736/ “Or or that's what it looks like based on or, you know, one gigawatt in twenty twenty six ish. And Meta's Meta's, like, trying to do, like, two gigawatts by early to mid twenty seven.” — Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 prediction