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What Dylan Patel thinks about AGI

@dylan-patel · 50 positions · 0 changes of mind

Founder and chief executive of SemiAnalysis, the research firm that tracks the semiconductor and AI data-centre supply chain.

Dylan Patel did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

3 dated positions, 2025 to 2026, in their own words. Our reading of what Dylan Patel has said — not written or endorsed by them.

3 positions so far — this page is not yet offered to search engines.

  1. Our readingYou do not have to believe in AGI to believe in the timelines on which the United States wins the semiconductor race.

    Their wordsBut I don't know like I don't know what fast timelines means, right? Like I I like don't think you have to believe in AGI to have the timelines where the US wins.

    ↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com 15th of 28 in this recording

    Americasemiconductors

    Interesting
  2. 13 months earlier

  3. Our readingSuperhuman persuasion will arrive before superhuman intelligence, which means whoever builds a model can embed their ideals in it long before anyone reaches AGI.

    Their wordsThere's this very good quote from Sam Altman who... He can be a hyperbeast sometimes, but one of the things he said, and I think I agree, is that superhuman persuasion will happen before superhuman intelligence, right? And if that's the case, then these things before we get this AGI ASI stuff, we can embed superhuman persuasion towards our ideal or whatever the ideal of the model maker is, right?

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 20th of 44 in this recording

    OpenAI

    Interesting

  5. Our readingWe will have AGI-grade intelligence well before it reaches the economy, because what limits deployment is the cost of running it rather than the capability itself.

    Their wordsThe important thing about, hey, is cost a limiting factor here? My view is that we'll have really awesome intelligence, like AGI, before we have it permeate throughout the economy.

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 25th of 44 in this recording

    Interesting