Who is on this subjectordered by the date of their first quote here
3 of 4 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 16 May 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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David Friedberg
1
thin
30 Apr 2023 – 30 Apr 2023
-382 d
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Brad Gerstner
1
thin
16 May 2024 – 16 May 2024
+0 d
- Dylan Patel 5 12 Nov 2024 – 17 Aug 2026 +180 d
- David Sacks 1 thin 31 Jan 2025 – 31 Jan 2025 +260 d
The chronologysourced and dated, oldest first
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David Friedberg
Friedberg argues Silicon Valley media coverage misses substantial hardware and biotech investment happening beyond software companies.
“There are many biotech companies. There are a number of kind of consumer hardware, there's also a number of kind of enterprise hardware, lab automation.”
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Brad Gerstner
Gerstner estimates Apple needs 75 gigs of DRAM on phones to run 7B on-device models.
“I think the question that Apple's probably struggling with, Bill, is in order to do that, even a 7B model, you probably have to have, you know, 75 gigs of DRAM on your phone, right?”
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Dylan Patel
Patel claims four to five percent of NVIDIA GPUs fail during initial burn-in testing within two weeks.
“Buy a good chip from NVIDIA, and then it ends up failing like constantly, right?”
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David Sacks
Sacks cites Dylan Patel's estimate that DeepSeek has 50,000 Hopper chips across different models.
“Dylan Patel, who's leading semiconductor analyst, has estimated that DeepSeac has about 50,000 hoppers. And specifically, he said they have about 10,000 h one hundreds, They have 10,000 h eight hundreds and 30,000 h twenties.”
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Dylan Patel
Patel explains Bumpgate issue where thermal expansion differences caused GPU solder ball failures in Apple laptops.
“And what ended up happening is because of that different rate of expansion, the solder balls connecting the chip and the board would crack.”
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Dylan Patel
Patel claims hardware improved 30x from Hopper to Blackwell for DeepSeek on optimized deployments.
“from Hopper to Blackwell, which is all we've had over the last three years, roughly 30x improvement on DeepSeek, on the most optimized deployment, which you can see on InferenceX there's about a 30x improvement.”
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Dylan Patel
Patel says InferenceX now has over $80 million of compute across multiple vendors.
“we have over $80,000,000 of compute GPUs from NVIDIA AMD, TPUs from, Google, Tranium from Amazon, and we run this benchmark constantly on the newest inference engine, newest drivers, newest, PyTorch version,”
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Dylan Patel
Patel argues silicon supply can be optimized for either high throughput or high interactivity use cases.
“Supply of silicon can go many ways. You can either leverage it to high throughput things or high interactivity things.”
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