Dylan Patel
PersonHeard in 16 episodes across 6 shows since Jul 2026
Dylan Patel is a technology analyst and commentator who focuses on artificial intelligence infrastructure. He has shared insights on how specialized companies like Assembly AI differentiate themselves by focusing strictly on voice AI infrastructure rather than applications.
Episodes
This week
Guest appearances
Share of the conversation
Mentions of Dylan Patel per 1,000 mentions of anything, 7-day rolling, across the podcasts PodLume Trends follows.
Show the data
| Day | Share (7-day) | Mentions |
|---|---|---|
| Jul 31 | 2.62‰ | 3 |
| Aug 6 | 0.43‰ | 1 |
| Aug 11 | 0.09‰ | 1 |
| Aug 19 | 0.03‰ | 1 |
| Aug 25 | 0.17‰ | 4 |
| Aug 31 | 0.19‰ | 2 |
| Sep 11 | 0.03‰ | 1 |
| Sep 15 | 0.12‰ | 3 |
| Sep 17 | 0.14‰ | 1 |
| Sep 21 | 0.16‰ | 2 |
| Sep 25 | 0.11‰ | 2 |
| Oct 7 | 0.08‰ | 3 |
What Dylan Patel has said on podcasts
34 statements
Global compute capital expenditure will exceed $2 trillion in 2028.
“As we go out into 28, it's going to be more than $2 trillion.”
Open the episode · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028Listen at 1:07
Frontier AI labs will increase annual spending from tens of billions to trillions by decade’s end.
“the labs are going from companies that spend, you know, tens of billions of dollars a year, to hundreds of billions of dollars a year, to forecasting to spend trillions of dollars a year even towards the end of the decade.”
Open the episode · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028Listen at 1:18
Anthropic began turning a profit in the second quarter.
“Anthropic started turning a profit in Q2”
Open the episode · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028Listen at 1:45
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
16 episodes featuring Dylan Patel, newest first
- Oct 7, 2026
AI infrastructure bets face a trillion-dollar revenue testBig Technology PodcastOct 7, 2026Guest - Sep 25, 2026
AI buildout collides with gambling, rates and real-world riskTBPNSep 25, 2026 - Sep 25, 2026
Microsoft tests whether enterprise reach can beat AI-agent rivalsTBPNSep 25, 2026 - Sep 21, 2026AI agents challenge platform control across commerce and cultureTBPNSep 21, 2026
- Sep 21, 2026
AI video collides with the next shopping platform warTBPNSep 21, 2026 - Sep 17, 2026
Gerstner argues AI spending can outrun the bubble narrativeAll-In with Chamath, Jason, Sacks & FriedbergSep 17, 2026
Works by Dylan Patel
- SSemiAnalysis
creator · article