What Dylan Patel thinks about AI and jobs

@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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Only Dylan Patel on AI and jobs. See everyone on AI and jobs

1 dated position, 2026, in their own words. Our reading of what Dylan Patel has said — not written or endorsed by them.

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1. 13 Mar 2026

   Our readingAs labs sell finished white-collar work rather than reasoning traces, Chinese models will lose the ability to distil their way to parity.

   America

   Their wordsAs we move from, you know, hey, [clears throat] these companies are selling tokens where they provide the entire uh reasoning chain and all that to uh selling automated, you know, white collar work, right? Automated software engineer, send them the request, they give you the result back and there's a bunch of thinking on the back end that they don't show you. The ability to distill out of American models into Chinese models will be harder.

   ↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com 14th of 28 in this recording