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C
Sorry to change the topic slightly: does anyone know Dylan Patel's background and education?
Nov 2, 2025
The Substrate story is becoming even more interesting. Below is an article from one of the Substrate's investors, a venture capital firm...
Nov 2, 2025
The Substrate story is becoming even more interesting. Below is an article from one of the Substrate's investors, a venture capital firm...
Nov 2, 2025
S
This (power conversion for AI) is what's driving some business for trailing-edge semiconductor companies in an otherwise mediocre market.
Nov 2, 2025
A
Soon, they will have to hire more lawyers than technologists.
Nov 2, 2025
A
Part 1 of an investigation into Substrate, a semiconductor firm that has garnered a lot of attention in recent weeks.
Fox Chapel...
Nov 2, 2025
Dylan may have a good team now but he was alone for the first few years and he was selling snake oil (my opinion). We worked with him a...
Nov 2, 2025
It seems that Substrate's business model is a combination of ASML+Applied Materials+ TSMC+Intel+...
It's both revolutionary and sketchy.
Nov 2, 2025
the part that makes me suspicious is this:
Nov 2, 2025
L
the part that makes me suspicious is this:
Nov 2, 2025
K
SemiAnalysis is an LLC registered to Dylan Patel, who also does not have academic or professional semiconductor experience so what...
Nov 2, 2025
O
I thought Dylan Patel has a very solid team behind him in addition to his visionary personality.
Nov 2, 2025
Lol agreed Substrate sounds sketchy. It's just not clear yet what Dylan's level of involvement is; though it is leaning he may have...
Nov 2, 2025
SemiAnalysis is an LLC registered to Dylan Patel, who also does not have academic or professional semiconductor experience so what...
Nov 2, 2025
Vietnam is another communist country with deep rooted dictatorship and having no intention whatsoever moving to elections and democracy...
Nov 2, 2025
Daniel Nenni reacted to hist78's post in the thread I think Substrate is a $1 Billion Fraud: Part 1 with
Haha.
The Substrate story is becoming even more interesting. Below is an article from one of the Substrate's investors, a venture capital firm...
hist78 replied to the thread I think Substrate is a $1 Billion Fraud: Part 1.The Substrate story is becoming even more interesting. Below is an article from one of the Substrate's investors, a venture capital firm...
Like.
This (power conversion for AI) is what's driving some business for trailing-edge semiconductor companies in an otherwise mediocre market.
Xebec replied to the thread I think Substrate is a $1 Billion Fraud: Part 1.Lol agreed Substrate sounds sketchy. It's just not clear yet what Dylan's level of involvement is; though it is leaning he may have...