Dylan PatelFounder and Chief Analyst, SemiAnalysis · The semiconductor-AI stack

Robotics to AI, every leap comes with its own boss level

15 Aug 2025 · 1 min

Watch on YouTube

0:33

Dylan Patel argues robotics is a systems problem separate from AI trends. Even with advances from Google and OpenAI in foundational models, robotics still demands serious hardware and engineering work to actually work at scale.

Chapters

Is there something unique about robotics and automation, or is this just part of the story of AI and social media and self-driving cars and drones and semiconductors? In terms of being a different industry, there's a distinct challenge in robotics in that being it's a systems problem where we have state-of-the-art foundational AI models coming out of whoever, Google, OpenAI, but producing anything cutting edge like this in robotics requires a real strong engineering on the robotics on like the actual hardware side.

More from Dylan

2:04

Even the frontier labs underestimated their own demand.

4d ago

1:52

The AI buildout needs more capital than backstops can cover.

4d ago

1:52

The fastest finish is not always the most efficient one.

5d ago

1:23:18

Ep. 037 - Who's Funding the $11 Trillion AI Buildout? (Capital Markets)

6d ago

0:48

"It's like a zombie apocalypse, but you don't know how many waves of zombies are coming."

6d ago

2:01

Open-source models are already taking the easier tasks. The bull case for frontier labs rests on one

1w ago

0:44

A $200 AI subscription can be worth $12,000 in tokens. Which plan delivers it is not close.

1w ago

50:14

Ep. 036 - Anthropic Subscriptions Beat OpenAI 5x, Depending on Your Workload (Tokenomics)

1w ago

0:39

What four weeks of SemiAnalysis consulting can do to a company

1w ago

34:41

Ep. 035 - Tech DD’s, Performance Projections, Supply Chain, Investment Thesis (Consulting)

1w ago

0:50

Are GPUs money printers?

1w ago

See all content