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Doug O'Laughlin

SemiAnalysis analyst; author of the Fabricated Knowledge semiconductor newsletter

Every podcast episode featuring Doug O'Laughlin that Attunex has found — 61 featured appearances across 16 shows, each with an on-device transcript and summary. Follow Doug in Attunex to get new appearances automatically.

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Updated 2026-09-03.

  1. Ep. 028 - Most Neoclouds Suck At Security: How Agents Hacked Hugging Face (Neoclouds, Security) | Doug O'Laughlin, Sam Harshe, Jordan Nanos
    SemiAnalysis Weekly
    2026-09-02
  2. Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators)
    SemiAnalysis Weekly
    2026-08-30
  3. Ep. 026 - PJM's $12B Modeling Mistake Is Hitting Ratepayers Again (Datacenter, Energy) | Robert Boswall, Jordan Nanos
    SemiAnalysis Weekly
    2026-08-20
  4. Ep. 25 - DYLAN IS HERE, LIVE! | Dylan Patel & Jordan Nanos
    SemiAnalysis Weekly
    2026-08-17
  5. Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy) | Reyk Knuhtsen, Jeremie Eliahou Ontiveros, Jordan Nanos
    SemiAnalysis Weekly
    2026-08-09
  6. Ep. 023 - Everyone Leaves Google, Elon Forecasts 1T ARR, Reflecting On GPT-5, Building Personalized Software (Roundtable) | Jon Y, Doug O'Laughlin, Jordan Nanos
    SemiAnalysis Weekly
    2026-08-07
  7. Ep. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)
    SemiAnalysis Weekly
    2026-07-29
  8. Ep. 021 - The AI Project Trinity: Capital, Offtake, Data Center (Datacenter, Energy) | Dan Nishball, Jordan Nanos, Zane Fong, Kang Wen Cheang
    SemiAnalysis Weekly
    2026-07-23
  9. Ep. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics) | Crystual Huang, Max Kan, Joey Brookhart, Jordan Nanos
    SemiAnalysis Weekly
    2026-07-18
  10. [Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model
    SemiAnalysis Weekly
    2026-07-18
  11. Ep. 019 - Inside the STEEL Lab: From Package to Transistor (Teardown Lab) | Afzal Ahmad, Andrew Wagner, Jordan Nanos
    SemiAnalysis Weekly
    2026-07-16
  12. Ep. 018 - Stop Saying Half of 2026 US Datacenter Capacity Is Canceled (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Reyk Knuhtsen, Ellie Holbrook, Jordan Nanos
    SemiAnalysis Weekly
    2026-07-09
  13. Ep. 017 - DeepSeek V4 and Huawei Ascend NPU Performance (InferenceX) | Kimbo Chen, Cam Quilici, Bryan Shan, Jordan Nanos
    SemiAnalysis Weekly
    2026-07-01
  14. Ep. 016 - What Unitree's Evolution Means For Robotics (Robotics) | Jordan Nanos, Reyk Knuhtsen, Niko Ciminelli
    SemiAnalysis Weekly
    2026-06-23
  15. Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam
    SemiAnalysis Weekly
    2026-06-15
  16. Ep. 014 - Finding Miscompiles For Fun, Not Profit (AI Infrastructure) | Justin Lebar & Jordan Nanos
    SemiAnalysis Weekly
    2026-06-04
  17. Ep. 013 - AWS Margins Jump 10% While Azure and GCP Flatline (Tokenomics) | Jordan Nanos, Jeremie Eliahou Ontiveros, Joey Brookhart, Crystal Huang
    SemiAnalysis Weekly
    2026-06-01
  18. Ep. 012 - Cerebras IPO: 1,100 Tokens Per Second vs GPU's 500 (AI Cloud TCO) | Jordan Nanos, Howie , Myron Xie
    SemiAnalysis Weekly
    2026-05-15
  19. Cerebras IPO, WarshTime, General Catalyst Ad Reactions | Andrew Feldman, Amy Reinhard, Ben Hylak, Doug O'Laughlin, Eric Vishria, Steve Vassallo
    TBPN
    2026-05-14
  20. Ep. 011 - GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink (Tokenomics) | Jordan Nanos, Dylan Patel, Doug O'Laughlin, Max Kan
    SemiAnalysis Weekly
    2026-05-06
  21. Ep. 010 - How Much Do GPUs Really Cost, and Where Does the Value Go? (AI Cloud TCO) | Jordan Nanos, Dan Nishball, Kang Wen Cheang, Zane Fong
    SemiAnalysis Weekly
    2026-05-01
  22. Ep. 009 - Using Open Source Data To Drive Investment Decisions (ChipBook) | Chaim Eisenberg, Simi Sherman, Jordan Nanos
    SemiAnalysis Weekly
    2026-04-19
  23. Ep. 008 Claude Code Psychosis: How SemiAnalysis Is Token Mogging Meta | Dan Nishball, Sam Harshe, Jordan Nanos
    SemiAnalysis Weekly
    2026-04-10
  24. Ep. 007 - The 3 Choke Points Killing the AI Boom (Core Research) | Nick Doyle, Nigel Chiang, Konrad Wang, Jordan Nanos
    SemiAnalysis Weekly
    2026-04-03
  25. Ep. 006 - The AI Silicon Shortage Explained (AI Supply Chain & Fabs) | Sravan Kundojjala, Ivan Chiam, Jordan Nanos
    SemiAnalysis Weekly
    2026-03-27
  26. Ep. 004 - The Impact of AI Datacenters On Consumer Power Costs (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Jordan Nanos, Doug O'Laughlin
    SemiAnalysis Weekly
    2026-03-05
  27. Ep. 003 - Deep Dive on NVIDIA Vera Rubin VR NVL72 (AI Supply Chain) | Jordan Nanos, Myron Xie, Copper Wei (Wega), Howie
    SemiAnalysis Weekly
    2026-02-26
  28. Happy Nvidia Day, Salesforce Earnings with Marc Benioff, Anthropic's New Stance on Safety | Doug O'Laughlin, Maxwell Meyer, Ben Lerer, Michael Manapat, Adam Warmoth, Connor Sweeney, Matthew Harpe
    TBPN
    2026-02-25
  29. $30,000/Year Value: SemiAnalysis Shows AI Agents Are Now "Perfectly Compliant Junior Analysts," Erasing an Entire Job Category
    AI Dispatch Mentioned AI
    2026-02-25
  30. Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
    Latent Space: The AI Engineer Podcast
    2026-02-24
  31. Ep. 002 - InferenceX 2.0 Release (Technical Staff) | Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos
    SemiAnalysis Weekly
    2026-02-19
  32. Ep. 001 - Claude Code, Memory Mania, CPUs are Back | Jordan Nanos, Doug O'Laughlin, Myron Xie
    SemiAnalysis Weekly
    2026-02-13
  33. Google Goes All-In on the AI Arms Race
    Prof G Markets
    2026-02-11
  34. Chip Bottleneck vs. Energy Bottleneck, Amazon’s $200B Capex, Big Tech Earnings | Doug O'Laughlin, Max Levchin, TJ Parker, Arsalan Tavakoli
    TBPN
    2026-02-06
  35. FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
    TBPN
    2026-02-06
  36. Amazon x OpenAI, Ford's EV Reality Check, Kushner Drops WB Bid | Sarah Guo, David Senra, Doug O'Laughlin, Doug Bernauer, Jacob Effron, Logan Kilpatrick
    TBPN
    2025-12-17
  37. AI in NYC Ep. 10: Nvidia vs AMD & the AI Power Crunch — Doug O’Laughlin, SemiAnalysis
    AI in NYC Show
    2025-12-10
  38. OpenAI Needs to Raise $207B by 2030, Klarna Launches New Stablecoin
    The Rundown
    2025-11-26
  39. What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)
    The Rundown
    2025-11-23
  40. All things AI, Power, and Corporate Governance with SemiAnalysis's Doug O'Laughlin
    Yet Another Value Podcast
    2025-10-28
  41. OpenAI–AMD Deal, DevDay Reactions, xAI’s Memphis Datacenter | Doug O'Laughlin, Celine Halioua
    TBPN
    2025-10-06
  42. EP.013: AI Capex Super-Cycle: A Deep Look at Emerging Tech Trends and Bottlenecks
    Pitch The PM
    2025-09-19
  43. NVIDIA's High-Stakes Bet, Nuro Cofounder on Uber's Robotaxi Fleet & Google's AdTech Future | Aug 28, 2025
    The Information's TITV
    2025-09-02
  44. NVIDIA Earnings Breakdown | Doug O’Laughlin, Ajay Agarwal, Koen Bok & Jorn Van Dijk, Hussein Fazal, Oisin Hanrahan, Jon Callaghan, Shane Hegde
    TBPN
    2025-08-28
  45. GPT-5 Hot Takes, Rahul Live from The Ultradome, Doug From SemiAnalysis, Timeline Reactions | Doug O’Laughlin, Rahul Sonwalkar, Mitchell Green, Ben Schleuniger, Merrill Lutsky
    TBPN
    2025-08-08
  46. SemiAnalysis + Asianometry on the AI Mandate of Heaven
    ChinaTalk
    2025-02-07
  47. Doug O'Laughlin on the Semiconductor Industry Dynamics and Outlook
    This Week in Intelligent Investing
    2025-01-22
  48. NCI: Nvidia & GPUs: Are Data Centers the New Compute Unit? w/ Doug O'Laughlin
    Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
    2024-05-08
  49. Nvidia, Groq, HBM & What's Ahead for Semis (Doug O'Laughlin, Founder of Fabricated Knowledge)
    On The Frontier
    2024-04-09
  50. A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis
    ChinaTalk
    2024-04-04
  51. Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions
    Transistor Radio
    2024-04-03
  52. Ep. 99 - Doug O'Laughlin: Semiconductor Sector Part 2
    The Investing City Podcast
    2024-03-21
  53. Replay: Doug O'Laughlin (Founder, Fabricated Knowledge) - A Detailed Primer on the Semiconductor Industry
    On The Frontier
    2024-02-13
  54. EMERGENCY POD: Huawei's Breakthrough, the Technical, Industrial and Strategic Implications
    ChinaTalk
    2023-09-13
  55. NVIDIA and the Future of AI
    ChinaTalk
    2023-06-03
  56. Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP
    Yet Another Value Podcast
    2023-05-08
  57. #4 Doug O'Laughlin (@FoolAllTheTime) - Founder of Fabricated Knowledge, A Detailed Primer on the Semiconductor Industry, What Powers AI Under the Hood, Trends in Chips for the Future
    On The Frontier
    2023-03-21
  58. Chips: 2022 in Review
    ChinaTalk
    2022-12-16
  59. Semis 101 with Asianometry and Fabricated Knowledge
    ChinaTalk
    2022-12-08
  60. US-China Chip War
    ChinaTalk
    2022-10-27
  61. Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
    Yet Another Value Podcast
    2022-06-10

Showing the 60 most recent of 61 featured appearances. Open Attunex for the rest.