https://minutesof.com/on/methodology/ Everyone on the record about methodology: 4 verbatim quotes from 2 people, October 2023 to May 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:33:06 +0000 https://minutesof.com/q/8069a2f4-c1da-4a82-b880-1c456a111132/ https://minutesof.com/q/8069a2f4-c1da-4a82-b880-1c456a111132/ “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.” — Dylan Patel, Swole as a Service Wed, 13 May 2026 20:00:36 +0000 methodology https://minutesof.com/q/1e9da732-7c6a-4190-8598-b00d51b2dfa8/ https://minutesof.com/q/1e9da732-7c6a-4190-8598-b00d51b2dfa8/ “And in reading through that list, I noticed that eight or nine of the 10 took an orthogonal direction to the book,” — Bill Gurley, Chris Williamson Sat, 14 Mar 2026 15:00:16 +0000 methodology https://minutesof.com/q/c8604b65-b25b-4229-8fea-4a277c80372d/ https://minutesof.com/q/c8604b65-b25b-4229-8fea-4a277c80372d/ “And why this is important is you can see the progress of hardware over time as the software stack gets more optimized.” — Dylan Patel, Open Compute Project Thu, 23 Oct 2025 06:01:19 +0000 methodology https://minutesof.com/q/a201cd77-27d6-488a-95a2-1b47357f4bf1/ https://minutesof.com/q/a201cd77-27d6-488a-95a2-1b47357f4bf1/ “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.” — Dylan Patel, Hidden Forces Wed, 04 Oct 2023 14:00:36 +0000 methodology