What Dylan Patel thinks about war

@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 war. See everyone on war

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

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

1. 3 Feb 2025

   Our readingTraining a frontier model achieves almost nothing by itself; all the economic and military power comes from deploying it, and deployment is what consumes the compute.

   Their wordsTo some extent, training a model does effectively nothing. They have a model. The thing that Dario is sort of speaking to is the implementation of that model, once trained to then create huge economic growth, huge increases in military capabilities, huge increases in productivity of people, betterment of lives.

   ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 7th of 44 in this recording

3. 3 Feb 2025

   Our readingThe world has been at its most peaceful precisely when a single power was hegemonic, which is why the arrival of a second AI superpower is dangerous.

   Their wordsIt's an objective fact that the world has been the most peaceful it's ever been when there are global hegemons, or regional hegemons in historical context. The Mediterranean was the most peaceful ever when the Romans were there.

   ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 15th of 44 in this recording