What Dylan Patel thinks about Japan

@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 Japan. See everyone on Japan

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. 3 Feb 2025

   Our readingThe copyright problem in AI training already has a legal solution nobody is taking: train the models in Japan, where copyright does not apply to training data.

   energysemiconductorsnuclear power

   Their wordsSo, Japan has a law which you're allowed to train on any training data and copyrights don't apply if you want to train a model, A. B, Japan has 9 gigawatts of curtailed nuclear power. C, Japan is allowed under the AI diffusion rule to import as many GPUs as they'd like.

   ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 31st of 44 in this recording