https://minutesof.com/on/bottleneck/ Everyone on the record about bottleneck: 4 verbatim quotes from 2 people, August 2024 to March 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:32:49 +0000 https://minutesof.com/q/bf41b665-1668-499b-9836-478566fcb606/ https://minutesof.com/q/bf41b665-1668-499b-9836-478566fcb606/ “Because we're talking oh, what's a gigawatt cost? It costs like $50,000,000,000 roughly. Right? Whereas, what does three and a half EUV tools cost? That's like 1.2.” — Dylan Patel, Dwarkesh Patel Fri, 13 Mar 2026 16:26:57 +0000 bottleneck https://minutesof.com/q/e589275c-5851-49fe-955a-9b06c45e05bf/ https://minutesof.com/q/e589275c-5851-49fe-955a-9b06c45e05bf/ “I need about three and a half EUV tools to do the 2,000,000 EUV wafer passes for the gigawatt. So three and a half EUV tools satisfies the gigawatt.” — Dylan Patel, Dwarkesh Patel Fri, 13 Mar 2026 16:26:57 +0000 bottleneck https://minutesof.com/q/e90226f2-0307-4f84-8256-995419be2ebc/ https://minutesof.com/q/e90226f2-0307-4f84-8256-995419be2ebc/ “GPUs have gotten 50 times faster, and the rest of the data center has only gotten four to five times faster. And that is why MFU is so low.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 bottleneck https://minutesof.com/q/b33bc467-808c-4c8a-b6e6-b35fc3397fb5/ https://minutesof.com/q/b33bc467-808c-4c8a-b6e6-b35fc3397fb5/ “GPUs have gotten 50 times faster, and the rest of the data center has only gotten four to five times faster.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 bottleneck