Chips
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Moore’s Law is not yet dead, nor is Moore’s Precept, even if AI computes differently. Addressing both is the key to succeeding with the China chip ban.
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Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.
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TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
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An Interview with Benedict Evans About AI Unknowns
An interview with Benedict Evans about AI lessons over the last year, and the many unresolved issues that will impact industry structure going forward.
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More Chip Curbs?, Google LLM Status Check
Ending the chip ban might be a mistake; I just hope people pushing for more realize that could be wrong as well. Then, Google’s current position with LLMs, and the importance of GCP.
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AI Promise and Chip Precariousness
The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.
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The iPhone 16e; Apple Intelligence Table Stakes; Apple vs. U.K, Continued
The iPhone 16e is more expensive than the SE it replaces, but the situation is probably temporary as Apple resets its lineup for Apple Intelligence
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Grok 3, The Nvidia Shortcut, Competitive Implications
Grok 3 appears to be state of the art; that speaks to the power of Nvidia, and actually increases the pressure to spend more.
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DeepSeek FAQ
DeepSeek has completely upended people’s expectations for AI and competition with China. What is it, and why does it matter?
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Stratechery Updates, DeepSeek-R1, DeepSeek Implications
DeepSeek, a Chinese company, has a reasoning model similar to o1, except that it is actually open.
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An Interview with Jon Yu About YouTube and Making Semiconductors
An interview with Asianometry founder Jon Yu about starting and running a successful YouTube channel, how semiconductors are made, and the past and future of Intel and TSMC.
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Rapidus, The End of Economic Rationality, AI Disruption
Rapidus, Japan’s new foundry on the leading edge, doesn’t make economic sense; it is one of many examples in that regard, as the world enters a new age of uncertainty and AI.
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An Interview with Gregory Allen About the State of China Chip Export Controls
An interview with Gregory Allen about the Biden administrations latest wave of China chip export controls, including what went wrong previously, and why the U.S. needs to accept it already declared silicon war.