Who is on this subjectordered by the date of their first quote here
2 of 2 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 4 Oct 2023 — a date, and nothing else. It is not a claim about who reached a view first.
- Dylan Patel 3 thin 4 Oct 2023 – 13 May 2026 +0 d
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Bill Gurley
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14 Mar 2026 – 14 Mar 2026
+892 d
The chronologysourced and dated, oldest first
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Dylan Patel
Patel estimates SMIC yield by analyzing tool orders since companies don't publicly disclose China sales.
“And you have to do a lot of napkin math to figure this out because no one publicly releases how many tools SMIC is buying from them.”
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Dylan Patel
Patel says InferenceMax runs daily benchmarks to track hardware performance improvements as software optimizes.
“And why this is important is you can see the progress of hardware over time as the software stack gets more optimized.”
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Bill Gurley
Gurley used GPT to analyze best conclusion chapters, discovering eight or nine of ten took orthogonal directions.
“And in reading through that list, I noticed that eight or nine of the 10 took an orthogonal direction to the book,”
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“We try and track the entire supply chain from tools that manufacture chips, fabs, data centers, energy, industrials, and then AI models and who's using them, how much, and where.”
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