hardware: everyone on the record — The Minutes https://minutesof.com/on/hardware/ Everyone on the record about hardware: 8 verbatim quotes from 4 people, April 2023 to August 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:33:00 +0000 Dylan Patel: Patel argues silicon supply can be optimized for either high throughput or high interactivity use https://minutesof.com/q/6a3bd7b5-c74b-46a6-9dd5-8db72aa9576f/ https://minutesof.com/q/6a3bd7b5-c74b-46a6-9dd5-8db72aa9576f/ “Supply of silicon can go many ways. You can either leverage it to high throughput things or high interactivity things.” — Dylan Patel, SemiAnalysis Mon, 17 Aug 2026 15:00:06 +0000 hardware Dylan Patel: Patel says InferenceX now has over $80 million of compute across multiple vendors. https://minutesof.com/q/eb8b0b35-dc54-4b31-af11-cfea01d719e6/ https://minutesof.com/q/eb8b0b35-dc54-4b31-af11-cfea01d719e6/ “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,” — Dylan Patel, RAISE Summit Thu, 16 Jul 2026 16:44:57 +0000 hardware Dylan Patel: Patel claims hardware improved 30x from Hopper to Blackwell for DeepSeek on optimized deployments https://minutesof.com/q/1aeaaf0c-1080-4d21-a79c-2bc3d127baf5/ https://minutesof.com/q/1aeaaf0c-1080-4d21-a79c-2bc3d127baf5/ “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.” — Dylan Patel, Sequoia Capital Tue, 30 Jun 2026 12:00:25 +0000 hardware Dylan Patel: Patel explains Bumpgate issue where thermal expansion differences caused GPU solder ball failures https://minutesof.com/q/0a5f3bdf-1c4b-45e3-ae44-c701f4cf2fee/ https://minutesof.com/q/0a5f3bdf-1c4b-45e3-ae44-c701f4cf2fee/ “And what ended up happening is because of that different rate of expansion, the solder balls connecting the chip and the board would crack.” — Dylan Patel, Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 hardware David Sacks: Sacks cites Dylan Patel's estimate that DeepSeek has 50,000 Hopper chips across different models. https://minutesof.com/q/a4ede3f9-51af-4927-b48a-d925bdf7fed7/ https://minutesof.com/q/a4ede3f9-51af-4927-b48a-d925bdf7fed7/ “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.” — David Sacks, All-In Podcast Fri, 31 Jan 2025 21:52:00 +0000 hardware Dylan Patel: Patel claims four to five percent of NVIDIA GPUs fail during initial burn-in testing within two w https://minutesof.com/q/36c00658-21e4-44c9-9919-c879522edbb7/ https://minutesof.com/q/36c00658-21e4-44c9-9919-c879522edbb7/ “Buy a good chip from NVIDIA, and then it ends up failing like constantly, right?” — Dylan Patel, Scaling Intelligence Tue, 12 Nov 2024 04:17:00 +0000 hardware Brad Gerstner: Gerstner estimates Apple needs 75 gigs of DRAM on phones to run 7B on-device models. https://minutesof.com/q/4c94cf62-8cc0-4ef5-9679-00a68b01f29c/ https://minutesof.com/q/4c94cf62-8cc0-4ef5-9679-00a68b01f29c/ “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?” — Brad Gerstner, BG2 Pod Thu, 16 May 2024 19:31:21 +0000 hardware David Friedberg: Friedberg argues Silicon Valley media coverage misses substantial hardware and biotech invest https://minutesof.com/q/b8f7ebed-51a0-4b43-a621-d7bd5cb2b1ae/ https://minutesof.com/q/b8f7ebed-51a0-4b43-a621-d7bd5cb2b1ae/ “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.” — David Friedberg, Consumer VC with Mike Gelb Sun, 30 Apr 2023 12:51:57 +0000 hardware