post Patel argues first-party ASICs have no residual value if OpenAI goes bankrupt, making them unfinanceable
https://x.com/dylan522p/status/2092723645164724225
post Patel complains SF discusses OSL but ignores ISL and cache hit rates
https://x.com/dylan522p/status/2085894617065734600
post Patel asks Baker about meeting in Boston to share a story
https://x.com/dylan522p/status/2092714130817818971