Jordan sits down with Dylan Patel, Founder and Chief Analyst at SemiAnalysis, a research and consulting firm specializing in semiconductor and other AI-infrastructure related research. Dylan started SemiAnalysis in 2020 and has built the business from a solo venture into a cohesive, highly focused team of more than 30 researchers.
In this conversation, Dylan shares his version of AI Infrastructure for Dummies, how he runs his research firm differently, and how China is dominating the robotics and industrial supply chains.
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Links to Dylan’s Work:
Chapters:
00:00 Introduction
01:12 What Is A Semiconductor And Why It Is So Important
04:09 Understanding AI Infrastructure Stack
09:20 Is AI Progress Really Moving That Fast?
13:35 How SemiAnalysis Organizes Its Research Team
19:12 SemiAnalysis Origins And Recent Developments
23:59 Using AI In Their Own Processes
25:58 Entering An AI-First World
29:20 Why China Is Winning The Robotics Race
35:45 Industrial Policy And Supply Chain Challenges
41:55 Training Data For Robotics and The Coming Flywheel
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