The Minutes of Dylan Patel on valuation https://minutesof.com/dylan-patel/on/valuation/ Everything Dylan Patel has said on valuation: 4 verbatim quotes between December 2023 and August 2025, each with a timestamp and a link to the recording… en Fri, 23 Oct 2026 11:02:06 +0000 Patel questions xAI's valuation exceeding Anthropic's despite no leading model, crediting only their fast Colo https://minutesof.com/q/ef80dc2d-4fab-4c3c-8060-7f9e75eedb8a/ https://minutesof.com/q/ef80dc2d-4fab-4c3c-8060-7f9e75eedb8a/ “What has xAI actually done to deserve their prior funding rounds? They haven't released a leading edge model, and yet their evaluation's higher than Anthropic today.” — No Priors: AI, Machine Learning, Tech, & Startups Thu, 14 Aug 2025 10:01:35 +0000 valuation Patel questions xAI's valuation exceeding Anthropic's despite lacking a leading model, crediting infrastructur https://minutesof.com/q/9670f4ca-5b3e-44bf-a674-a7e422907676/ https://minutesof.com/q/9670f4ca-5b3e-44bf-a674-a7e422907676/ “They haven't released a leading edge model, and yet their evaluation's higher than Anthropic today. At least Anthropic's racing, It's Elon, A, and B, they've tackled a problem creatively” — No Priors: AI, Machine Learning, Tech, & Startups Thu, 14 Aug 2025 10:01:35 +0000 valuation Patel says xAI's valuation exceeds Anthropic's despite no leading model, crediting Elon and Colossus infrastru https://minutesof.com/q/291aa7c3-df80-4e49-b378-459008174e88/ https://minutesof.com/q/291aa7c3-df80-4e49-b378-459008174e88/ “At least Anthropic's racing, It's Elon, A, and B, they've tackled a problem creatively and done it way faster than anyone else, which is building Colossus.” — No Priors: AI, Machine Learning, Tech, & Startups Thu, 14 Aug 2025 10:01:35 +0000 valuation But, like, the the level of the value that they deliver to the world, if you talk to anyone there, they truly https://minutesof.com/q/a3b1ab28-1d05-4f90-a32c-98993e072930/ https://minutesof.com/q/a3b1ab28-1d05-4f90-a32c-98993e072930/ “But, like, the the level of the value that they deliver to the world, if you talk to anyone there, they truly believe it'll be tens of trillions if not hundreds of trillions of dollars.” — Latent Space Tue, 05 Dec 2023 18:16:28 +0000 valuation