Events
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An Interview with Byrne Hobart About Bubbles and Escaping Stagnation
An interview with The Diff’s Byrne Hobart about his new book, Boom: Bubbles and the End of Stagnation
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An Interview with Dylan Patel and Doug O’Laughlin About the Current State of Semiconductors and SemiAnalysis
An interview with Dylan Patel and Doug O’Laughlin about the current state of the AI supply chain, and big plans for SemiAnalysis.
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Apple Earnings; AI, Capex, and R&D; The Vision Pro Gets a Killer App
Apple’s earnings reflect the company’s device-centric approach to AI; then, the widescreen Mac display is the Vision Pro’s killer app.
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Amazon Earnings, Robotics and Amazon’s Expanding 1P Business
AWS had strong growth, in part thanks to AI, but the real impact of automation is on the expansion of their retail business.
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An Interview with Understanding AI Author Timothy B. Lee
An interview with Timothy Lee about Understanding AI, including the current state of AI, the limitations of LLMs, and who is going to win in self-driving cars.
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Microsoft Earnings; Microsoft and OpenAI, Again; GitHub Copilot Adds Gemini and Claude
Microsoft’s latest earnings call is the clearest indication yet that the relationship between Microsoft and OpenAI is at best misaligned, and at worst on life support.
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An Interview with Synopsys CEO Sassine Ghazi About Designing Chips
An interview with Synopsys CEO Sassine Ghazi about the history of chip design, how AI makes new processes possible, and why the future is systems.