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.”
Patel says datacenter model hard to justify selling to individuals, only B2B makes sense for effort required
“@MichaelSte5069 @SemiAnalysis_ You’re gonna love our next newsletter :) Unfortunately it’s hard to justify selling it to individuals, B2B is the only way we can justify the immense effort we have in it”
SemiAnalysis expanding beyond research and newsletters into direct moneymaking was predictable given their accumulated expertise.
“This was always kind of inevitable, right? Was SemiAnalysis really going to stick to research, and newsletters, and models for financial companies forever? Or are they gonna branch out into making money themselves from all of this research that they're doing?”
Patel is raising a four hundred million dollar fund called SemiAnalysis Capital Fund One and holds stakes in about twenty startups including Mira Murati's company.
“SITUATION EXPLAINED: Dylan Patel is turning SemiAnalysis research into a $400 million fund. • The fund is called SemiAnalysis Capital Fund One, targeting $400 million • Patel already has stakes in roughly 20 startups, including Mira Murati's Thinking Machines • He previously”
Patel is raising a $400 million venture fund called SemiAnalysis Capital Fund One and already holds stakes in about 20 startups including Mira Murati's Thinking Machines.
“SITUATION EXPLAINED: Dylan Patel is turning SemiAnalysis research into a $400 million fund. • The fund is called SemiAnalysis Capital Fund One, targeting $400 million • Patel already has stakes in roughly 20 startups, including Mira Murati's Thinking Machines • He previously”
Patel says SemiAnalysis reported CPO on accelerator scale-up, not scale-out switches
“@pequityresearch We said CPO on accelerator scale up. We never said CPO on scale out switches.”
“@swyxio @iScienceLuvr @SemiAnalysis_ Wait did u make a version of this?”
Patel says Rubin report was written by him and Myron, not a junior's expectation
“@kospiev @phithetasigma False. It wasnt an expectation. It was me and Myron, the 3rd person at SemiAnalysis who wrote this. You obviously didnt read any the notes re timing either”
Patel says SemiAnalysis report states VCSEL has higher share than microLED
“@insane_analyst @jwt0625 We literally did not treat it as equal. The note is comparing the two and says vcsel is better and more share. Bro what are these demons u fighting”
Patel says SemiAnalysis tracks changes as they happen, with majority revenue from industry not hedge funds
“@damnang2 Our role is to track what's happening and provide updates as changes happen. Majority of my revenue is industry not hedge funds. Theyre the ones making actual useful decisions with the data. All of these items we reported were true and we explained them. The one caveat is with”
Patel defends SemiAnalysis's 15-20 weekly reports as clear updates, saying industry clients make useful decisions with data
“@damnang2 What's the solution? Make every report a 2000 word salad that reexplains everything? My firm puts out 15-20 reports a week about supply chain and technology for our clients. We try to share clearly and consicely what's happening. The people who boil it down to some silly trade, I”
Patel confirms SemiAnalysis sells a model on the topic discussed
“@brimhall_josh Yes we have an entire model we sell.https://t.co/sQFGtkdySK”
Patel defends SemiAnalysis against bearish NVIDIA accusations by pointing to their unit and revenue estimates
“@Tanner_Invests @GavinSBaker We aren't. Look at our unit and revenue estimates https://t.co/iNAMUIHSWD”