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: @jrwolfe

Links to Dylan’s Work:

• SemiAnalysis Website
• SemiAnalysis Robotics Report: America’s Missing New Labor Economy – Robotics Pt. 1
• Follow Dylan on X: @dylan522p

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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