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What Dylan Patel thinks about robotics

@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.

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

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  1. Our readingLabour is a huge constraint on the AI build-out, and the way round it is to build data centres as modules in Asian factories rather than on site.

    Their wordsum humanoid robots maybe start to or robotics at least start to but the main factor is going to be for reducing the number of people is modularizing things and making them in factories in Asia

    ↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com 22nd of 28 in this recording

    data centers

    Interesting
  2. 13 months earlier

  3. Our readingThe aha moment for reasoning models will come from computer use and robotics rather than from scientific discovery, because those are the infinitely verifiable playgrounds.

    Their wordsI think it's actually probably simpler than that. It's probably something related to computer use or robotics rather than science discovery.

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 24th of 44 in this recording

    Interesting