𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠(@IanCutress):I sat down with Cat a week before Hot Chips for a couple of hours to talk about life, liberty, and the pursuit of Dylan Patel. The article came out really well, congrats!

2026.09.19 10:52

I sat down with Cat a week before Hot Chips for a couple of hours to talk about life, liberty, and the pursuit of Dylan Patel. The article came out really well, congrats!

CAT@cattttang

2026.09.18 23:40

I sat down with @dylan522p and spoke with over a dozen people about his information machine. "I don't think anyone who has a traditional equity research background would even try to figure out where $3T in [the AI labs' combined] ARR comes from." Slack private messaging limits, finding CoWoS volume, and the industry they're looking at next - I wrote about SemiAnalysis here:

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