Emergency episode. Doug O'Laughlin (@Fabknowledge) , Joey Brookhart (@SaasquatchC), and Max Kan (@maxkan) join Jordan (@JordanNanos) to talk through Dario's "We Must Pace the Frontier" blog and the…
This week Doug, Sam and Jordan discuss the OpenAI vs HuggingFace security incident and our recent article on Neocloud security ahead of ClusterMAX 3.0 Full article:…
Jeff Dean and the Gemini leads are leaving Google. Jon Y (@asianometry) makes his FIRST appearance to unpack the exodus with Doug O'Laughlin (@fabknowledge) and Jordan Nanos (@JordanNanos). The crew…
Doug is back this week!Timestamps:00:00 Market Update07:02 Comparing to Past Bubbles in Taiwan and Korea10:08 Memory Prices, LTAs, and Market Cycles18:11 Future Demand for AI and Model Usage37:40…
In this episode of Pitch The PM, Doug Garber speaks with Doug O’Laughlin, President of SemiAnalysis, about the explosive demand for AI infrastructure and the market reaction to Cerebras’ IPO. Doug O…
(01:04) - Cerebras IPO (21:36) - Warsh Confirmed as FED Chair (30:51) - Amy Reinhard is the President of Advertising at Netflix, where she leads the company’s global ads business and monetization…
OpenAI was in serious trouble at the beginning of this year. Anthropic's Claude Opus 4.5 release had triggered a wave of developers to start using Claude Code, pushing Anthropic's revenue past…
Jordan Nanos (@jordannanos) Daniel Nishball (@dnishball) and Sam Harshe (@sharshe02) break down how SemiAnalysis is deploying Claude Code agents across its Singapore office at a scale that outpaces…
The Core Research team is on SemiAnalysis Weekly this week. Jordan Nanos, Nick Doyle, Nigel Chiang, and Konrad Wang walk through the biggest bottlenecks in AI infrastructure: TSMC capacity…
Subscribe to the Prof G Markets Youtube Channel Ed Elson speaks with Charles Schwab’s Kevin Gordon about the sharp market rally on the last day of Q1, takeaways from a highly volatile quarter, and…
Join Jordan Nanos, Doug O’Laughlin, and special guest Jeremie Eliahou Ontiveros for an in-depth analysis of the intersection between AI infrastructure and energy markets. Jeremie, Head of Datacenter…
Sign up for TBPN’s daily newsletter at TBPN.com (00:50) - How Fed is Thinking About AI Adoption (19:45) - Trump's Power Play on Big Tech (26:22) - 𝕏 Timeline Reactions (39:51) - Anthropic's New…
Episode Introduction: In this episode, we dive into a provocative analysis by Doug O’Laughlin from SemiAnalysis, who challenges conventional wisdom about the AI revolution’s winners and the future of…
This is a free preview of a paid episode. To hear more, visit www.latent.space First speakers for AIE Europe and AIEi Miami have been announced. If you’re in Asia/Aus, come by Singapore and…
InferenceX, formerly InferenceMAX: https://inferencex.com/ Article (latest): https://newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs GitHub…
Claude Code Rising: https://semianalysis.com/institutional/claude-code-adoption-note/ and https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point CPUs are back:…
Ed Elson discusses Google’s massive bond sale with Gil Luria, Head of Technology Research at D.A. Davidson. They also break down why D.A. Davidson upgraded Oracle’s stock. Then, Ed is joined by Doug…
Sign up for TBPN’s daily newsletter at TBPN.com (01:05) - Chip Bottleneck vs. Energy Bottleneck (16:12) - Amazon Plans Record $200B Capex (29:31) - Inside the Search for Iger's Heir (34:30) - TikTok…
This is our full interview with Doug O'Laughlin, recorded live on TBPN. We discuss why Claude Code feels like a true inflection point, how agent swarms and orchestration could replace large parts of…
(02:12) - Ford's EV Reality Check (21:03) - Amazon x OpenAI (33:13) - Kushner Drops WB Bid (39:53) - 𝕏 Timeline Reactions (57:33) - Sarah Guo is the founder and managing partner of Conviction, an…
In Episode 10, we sit down with Doug O’Laughlin, President of SemiAnalysis and author of Fabricated Knowledge, to break down the truth behind GPUs, the semiconductor supply chain, and the massive…
Market update for November 26, 2025: Follow us on Instagram @therundowndaily for bonus content and instant reactions. Interview with Doug O'Laughlin
Is the AI trade cooling off, or is this the calm before an even more explosive phase of the build-out? Zaid sits down with Doug O’Loughlin, President at SemiAnalysis, to break down Nvidia's earnings…
Doug O’Loughlin of Fabricated Knowledge and SemiAnalysis returns to the podcast in to dive into all things AI, Power, and Corporate Governance. On the AI side, they discuss where we are in the cycle,…
(00:17) - OpenAI DevDay Reactions (30:05) - 𝕏 Timeline Reactions (38:42) - OpenAI–AMD Deal (50:07) - xAI’s Memphis Datacenter (56:12) - Doug O'Laughlin, CFA, is the President of SemiAnalysis, an…
The AI Capex Super-Cycle is well underway. We dive deep with Doug O'Laughlin, the President of SemiAnalysis - the leading field level industry experts and Michelle Brophy, the TMT DoR at AlphaSense.…
Nuro Cofounder Dave Ferguson talks with TITV Host Akash Pasricha about the Uber robo-taxi partnership. We also break down NVIDIA's Q2 earnings with SemiAnalysis' Doug O'Laughlin, Seaport Research…
(00:11) - NVIDIA Earnings Breakdown (28:43) - Doug O’Laughlin is the President of SemiAnalysis, an independent research firm focused on semiconductors and AI. He specializes in semiconductor…
(00:10) - Rahul Sonwalkar Live in the Ultradome. Rahul Sonwalkar, founder and CEO of Julius AI, transitioned from his viral "Rahul Ligma" persona to leading an AI data analysis platform that has…
The Transistor Radio boys are back. Jon of Asianometry, Doug O'Laughlin and Dylan Patel of SemiAnalysis on the pod to talk about Google's AI push, Intel's new CEO, Chinese robots, and the rise of…
Dylan Patel and Doug O'Laughlin (SemiAnalysis), Jon from Asianometry and I have way too much fun talking hyperscaler capex, the AI mandate of heaven tier list, and Tim Cook succession plans. Learn…
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Doug O'Laughlin, President of SemiAnalysis and founder of Fabricated Knowledge. Doug shares his wisdom on the state of the…
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,…
00:00 Welcome to Non Consensus Investing: Unveiling Alternative Investment Strategies 00:28 Introducing Doug O'Laughlin: A Semiconductor and AI Expert 01:02 The Semiconductor Industry: A Gateway to…
The most important trend powering AI is semiconductors and that trend is not slowing down anytime soon. We need to understand what is happening at the semiconductor level to be able to project…
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:…
This is part 2 of our sector analysis on semiconductors. You can check out Doug's substack here: Fabricated Knowledge. We go deep on semis. Here are some of the companies mentioned: 1. Nvidia 2. ASML…
Given all that’s happened in the year since this first aired (March 2023), replaying this for everyone to understand what is happening within the Semiconductor space, the different players, why…
Huawei’s breakthrough Kirin 9000s: what is it, why is it a big deal, and what if anything should the US do about it? Joining me, I have on two fantastic semiconductor analysis, Doug O'Laughlin of…
Doug O'Laughlin of the Fabricated Knowledge substack and I discuss: NVIDIA's corporate history and how it arrived at such a dominant position today What makes it so irreplacable in the coming AI…
Doug O'Laughlin, Founder and Editor of the Fabricated Knowledge and Mule's Musings Newsletter, joins the Yet Another Value Podcast for the 3rd time to discuss AppLovin Corporation (NASDAQ: APP). Doug…
Doug O’Laughlin is the Founder of Fabricated Knowledge, one of the largest technology newsletters on Substack, covering the semiconductor industry. Many may know Doug from his anonymous Twitter . He…
Subscribe to my newsletter! https://www.chinatalk.media/ Doug O'Laughlin of Fabricated Knowledge and Dylan Patel of SemiAnalysis go through our most important semis stories of 2022. We get into:…
How do you get into chips? Doug O'Laughlin of Fabricated Knowledge and Jon Y of Asianometry run us through how to they came to We also discuss Why starting with something's history can help you…
What will the Biden administration's new export controls mean for the US and Chinese semiconductor industries as well as the future of the US-China relationship? To discuss, I assembled the Chips…
Doug O’Laughlin , founder of fabricated knowledge , returns to the podcast to discuss his thesis on SiTime (SITM). Doug's SITM write up:…
Doug Olaughlin, founder of fabricated knowledge, comes on the podcast to talk about the semiconductor space in general and then dive into his thesis on Rambus (RMBS) and why the market might be…
On a recent episode of Odd Lots, we talked about Intel, and how the former dominant American semiconductor company was stumbling. But big things are happening in the chip industry beyond the…