A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis
Listen now
Description
Just minutes after the Taiwan earthquake yesterday, Dylan Patel of SemiAnalysis, Doug O'Laughlin of Fabricated Knowledge, Jon of Asianometry and yours truly had a brief hang where we got into:
Intel's process progress and rocky financial road ahead
Reflections out of GTC
Jensen's galaxy brain
Photo of the woman who saved Intel, Dr. Ann Kelleher, General Manager of Foundry Technology Development.
Outtro music: YELLOW黃宣 & 9m88 - 怪天氣 Strange Weather https://www.youtube.com/watch?v=1n_i0JupwRA
Learn more about your ad choices. Visit megaphone.fm/adchoices
More Episodes
Dylan Patel, Doug O'Laughlin, Jon from Asianometry and I all chat the biggest semiconductor stories of the year. We get into energy demands for datacenters, Intel, Samsung, Nvidia, SMIC, Huawei, Deepseek and the rise of ChatGPT.
Outtro music: Sabicas, Carcelera (Reflejo Andaluz)...
Published 11/26/24
Few books have influenced me as much as the Makers of Modern Strategy series. The three volumes (published in 1942, 1986, and 2023) are indispensable to understanding statecraft, leadership, and the evolution of warfare across millennia.
The New Makers of Modern Strategy (2023) is a thousand...
Published 11/18/24
Published 11/18/24
Links
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
