Dylan Patel: GPT4.5’s Flop, Grok 4, Meta’s Poaching Spree, Apple’s Failure, and Super Intelligence
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Dylan Patel breaks down the current chaos inside the world’s top AI companies. Dylan is the founder and CEO of SemiAnalysis, one of the best analyst firms covering everything AI and semiconductors. https://semianalysis.com/ Download Humanities Last Prompt Engineering Guide 👇🏼 https://bit.ly/4kFhajz Join My Newsletter for Regular AI Updates 👇🏼 https://forwardfuture.ai Discover The Best AI Tools👇🏼 https://tools.forwardfuture.ai My Links 🔗 👉🏻 X: https://x.com/matthewberman 👉🏻 Instagram: https://www.instagram.com/matthewberman_ai 👉🏻 Discord: https://discord.gg/xxysSXBxFW Media/Sponsorship Inquiries ✅ https://bit.ly/44TC45V Timestamps: 0:00 - Intro 1:15 - Meta’s llama struggles 6:20 - ScaleAI acquisition and $100m offers 15:32 - OpenAI’s relationship with Microsoft 22:28 - GPT4.5, what went wrong? 28:43 - Apple’s AI blunders 31:07 - Apple vs. NVIDIA Beef 33:43 - On-device vs. Cloud AI 39:39 - NVIDIA vs. AMD 48:47 - Grok and xAI 52:49 - Grok 3.5 54:16 - AI and Job Loss 1:00:59 - Who wins Super Intelligence race?
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