Dylan PatelFounder and Chief Analyst, SemiAnalysis · The semiconductor-AI stack

Dylan just wrote to his cousin sholto, the most unhinged love letter on camera.

9 Mar 2026 · 1 min

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0:37

Dylan and a friend write an over-the-top love letter to his cousin Sholto, praising his height, Australian accent, Olympic-level fencing skills, and coding ability. It's absurd and affectionate, the kind of thing you'd only do on camera with someone you're close to.

And speaking of Sholto, we both agreed that he was a perfect specimen.
Dude, I've been— I'm straight, but I've been accused of being homosexual, which is perfectly fine for how much I like praise this man because like, think about it, right? He's like 6'4. He's like really good looking. He's like Australian accent, sounds amazing. Like you've heard his episode. I have like an annoying voice, probably. His voice sounds amazing. He's absurdly good at coding. He was an Olympian-level fencer. Like, like he picks up any sport, he's really good at it, right? Because he's athletic. It's like, holy crap, you're a specimen.