100X Gains from Full Stack Co-Design. AI Value Justifies Big Spend. AI Boom is Real
by Brian Wang from NextBigFuture.com on (#76QF8)
Sean from Sequoia introduces Dylan Patel and praises SemiAnalysis as the leading independent research firm in semiconductors, covering technical details, supply chains, and the big picture after semis had lost sex appeal in the West. He notes rumors of the firm recently passing $100 million in revenue and possible plans for a venture fund, while ...