Going Direct Conversations

#22 Dylan Patel: China’s Robotics Dominance; AI Infrastructure Breakdown

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. Follow Jordan on X: @jrwolfeLinks to Dylan’s Work:SemiAnalysis WebsiteSemiAnalysis Robotics Report: America’s Missing New Labor Economy – Robotics Pt. 1Follow Dylan on X: @dylan522pChapters:00:00 Introduction01:12 What Is A Semiconductor And Why It Is So Important04:09 Understanding AI Infrastructure Stack09:20 Is AI Progress Really Moving That Fast?13:35 How SemiAnalysis Organizes Its Research Team19:12 SemiAnalysis Origins And Recent Developments23:59 Using AI In Their Own Processes25:58 Entering An AI-First World29:20 Why China Is Winning The Robotics Race35:45 Industrial Policy And Supply Chain Challenges41:55 Training Data For Robotics and The Coming FlywheelSubscribe & Follow:Monthly newsletter on substack – Going DirectListen on Spotify – https://spoti.fi/3SjDliK Listen on Apple Podcasts – https://apple_GoingDirect/3EOYsqaSubscribe to YouTube for more conversations on AI and the infrastructure that will create a more decentralized future. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit goingdirect.substack.com