Dylan Patel
@dylan522p
SemiAnalysis
AI Infrastructure Research and Consulting
DMs are open for consulting, quotes, or to talk shop,
Opinions my own
Joined April 2018
1K Following 163.8K Followers
Remember kids
When someone says ARR is not annual reoccurring revenue
It's annualized run rate, btw most this shit is 1 time and lumpy
