SemiAnalysis_
3 saves·entity·peaked week of Feb 2, 2026
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scoop: a new vc fund managed by @dylan522p, founder of @SemiAnalysis_, is targeting raising $400 million, per a securities filing. w the raise, patel joins a swelling coterie of tech personalities wh…
@julia_hornstein·Jul 31, 2026↗
Featuring the man of the moment @dylan522p @shaunmmaguire in today's Training Data episode. Nobody is a more trusted industry insider to the biggest infrastructure build-out in history. The story o…
@sonyatweetybird·Jul 1, 2026↗
4% of GitHub public commits are being authored by Claude Code right now. At the current trajectory, we believe that Claude Code will be 20%+ of all daily commits by the end of 2026. While you blinked…
@dylan522p·Feb 5, 2026↗