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#22 Dylan Patel: China’s Robotics Dominance; AI Infrastructure Breakdown
Jordan sits down with Dylan Patel, Founder and Chief Analyst at SemiAnalysis, a research and consulting firm specializing in semiconductor and other AI-infrastructure related research. Dylan started SemiAnalysis in 2020 and has built the business from a solo venture into a cohesive, highly focused team of more than 30 researchers.
In this conversation, Dylan shares his version of AI Infrastructure for Dummies, how he runs his research firm differently, and how China is dominating the robotics and industrial supply chains.
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Links to Dylan’s Work:
SemiAnalysis…
The skinny
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