Dylan Patel's videos and podcasts

Even the frontier labs underestimated their own demand.

The AI buildout needs more capital than backstops can cover.

The fastest finish is not always the most efficient one.

Ep. 037 - Who's Funding the $11 Trillion AI Buildout? (Capital Markets)

"It's like a zombie apocalypse, but you don't know how many waves of zombies are coming."

Beijing Will Not Pace the Frontier: China’s Speed-First AI Safety Regime

Open-source models are already taking the easier tasks. The bull case for frontier labs rests on one

Prefill: AI Inference Definition

DeepSeek V4.1 Flash Inference Benchmarks

A $200 AI subscription can be worth $12,000 in tokens. Which plan delivers it is not close.

Ep. 036 - Anthropic Subscriptions Beat OpenAI 5x, Depending on Your Workload (Tokenomics)

Abhilash Jain: Head of Consulting

Max Kan: Analyst

Benchmark Submissions

Gated DeltaNet: AI Inference Definition

Kimi K2.6 Inference Benchmarks

Long context: AI Inference Definition

Comments - Anthropic Subscriptions Offer 5x+ More Value Than OpenAI