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

The five stages of Claude, Jeremie is currently at stage 1...

3 Jun 2026 · 0 min

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0:24

In this brief spoken segment, the speaker recounts extremely high single‑day spending figures, mentioning that Jeremy experienced a $15,000 day and a $30,000 day. The speaker points to a chart from five days prior to verify these numbers and asks about the return on investment (ROI) for such large spend days, concluding that the ROI was not very good. The tone is informal and conversational, with a mix of surprise and critical assessment of the financial outcome.

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