Invest Like the Best with Patrick O'ShaughnessyDylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints

From Thousands To Millions

3:59–5:14 · 75s

Dylan reveals SemiAnalysis’s AI spend exploded to a $7M run rate, with non-coders using Claude Code to do the work of many, forcing tough hiring and workforce decisions.

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