Dylan Patel
@dylan522p
SemiAnalysis
AI Infrastructure Research and Consulting
DMs are open for consulting, quotes, or to talk shop,
Opinions my own
가입 April 2018
1K 팔로잉 중 163.8K 팬
Everytime AI spend grows where I flirt with token budgeting, Anthropic + OpenAI save me
Astra had a spike then settled down lower
Opus 5.5 it looks like spend is lowered for current usecases
Of course people figure out new things to do
Spend goes up again
ROI keeps increasing
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