Patel says SemiAnalysis grew from one person two and a half years ago to 50 people this week, completely organically.
“Actually, this week we find that we hit 50 people, so having started it five years ago to now, and I've hired my first person two and a half years ago, We've now grown to 50 people just completely organically, so it's been a hell of a ride.”
post Patel says SemiAnalysis reported CPO on accelerator scale-up, not scale-out switches
https://x.com/dylan522p/status/2084075328377668023
post Patel says Rubin report was written by him and Myron, not a junior's expectation
https://x.com/dylan522p/status/2085419886310998201
post Patel says SemiAnalysis tracks changes as they happen, with majority revenue from industry not hedge funds
https://x.com/dylan522p/status/2088653662780547546
post Patel defends SemiAnalysis's 15-20 weekly reports as clear updates, saying industry clients make useful decisions with data
https://x.com/dylan522p/status/2089042416926085221
post Patel says SemiAnalysis report states VCSEL has higher share than microLED
https://x.com/dylan522p/status/2085879926184669419
post Patel says datacenter model hard to justify selling to individuals, only B2B makes sense for effort required
https://x.com/dylan522p/status/2082365159750730226
post Patel defends SemiAnalysis against bearish NVIDIA accusations by pointing to their unit and revenue estimates
https://x.com/dylan522p/status/2092464965919875454
post Patel confirms SemiAnalysis sells a model on the topic discussed
https://x.com/dylan522p/status/2089443344032145881
https://x.com/dylan522p/status/2084816124039119033