seatac76 12 hours ago

Semi analysis is great, they typically do semiconductors but reporting is top notch.

  • lanstin 10 hours ago

    Wow, that was a good article. So much detail from financial to optical linking to build various data flow topologies. Makes me less aghast at the $10M salaries for the masters of these techniques.

ipnon 3 hours ago

Dylan Patel founded Semianalysis and he has a great interview with Satya Nadella on Dwarkesh Patel's podcast.