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Dylan Patel

What Dylan Patel thinks about AI agents

@dylan-patel · 50 positions · On ppll ↗

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

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1 dated position, 2025, in their own words. Our reading of what Dylan Patel has said — not written or endorsed by them.

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  1. software quality

    But really the software engineering agents I think can be done faster sooner than any other agent because it is a verifiable domain. You can always unit test or compile, and there's many different regions of it can inspect the whole code base at once, which no engineer really can.

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 38th of 44 in this recording