Jay Goldberg 顾忠南 @jaygoldberg
Analysis and insight about Networking, IoT, 5G, Semiconductors, China and Capital digitstodollars.com San Francisco Joined March 2008-
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Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over) @BenBajarin and @jaygoldberg discuss the potential readjusting of expectations around AI semi companies and the AI space as a whole. Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn……
D2D China: Jurisdictional Arbitrage, by @jaygoldberg open.substack.com/pub/d2d/p/d2d-…
Beijing based Mobvoi filed to go public in Hong Kong. Their prospectus has a lot of useful information on the current state of the AI market, both in China and globally. www1.hkexnews.hk/app/sehk/2023/…
The Continued March of Custom Silicon, is it Sustainable? @BenBajarin and @jaygoldberg discuss the opportunity and challenges within custom silicon in the data center and why its the biggest thread to @nvidia. Chapters to skip below: 00:00 Introduction and Overview 09:05…
Episode 63: The Continued March of Custom Silicon, is it Sustainable? @BenBajarin and @jaygoldberg discuss the continued strategic efforts of custom silicon by the hyperscalers and discuss if Nvidia is threatened and if the strategy is sustainable. Apple Podcasts:…
D2D: Intel's New Reality, by @jaygoldberg open.substack.com/pub/d2d/p/d2d-…
I just realized that the new Intel Foundry’s acronym is ‘IF’ which seems like it’s going to be the basis of all my joke headlines in the future. One big IF. IF you give a cat a fab. These are just going to write themselves.
A Holistic Analysis of Nvidia. How deep is the moat? Are they more susceptible to competition than many realize? @BenBajarin and @jaygoldberg dive into a full bull and bear case for @nvidia. Chapters 👇 (00:30) Competition (06:32) From Intel and AMD (12:51) From Startups…
This is one of the smartest pieces written about Nvidia lately.
This is one of the smartest pieces written about Nvidia lately.
It’s rare I write something I’m so proud of. Todays post is about why there’s going to be a new Moore’s law at the DC level, and energy densification by liquid cooling is a new vector to compete in. And surprise, NVDA is ahead. fabricatedknowledge.com/p/the-data-cen… I’m very proud of this one
Episode 62: A Holistic Analysis of Nvidia @BenBajarin and @jaygoldberg test the bull and bear thesis for @nvidia. Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn… Overcast: overcast.fm/itunes16613297…
🎧 Was a guest on @T_h_e_Circuit with @jaygoldberg and @BenBajarin discussing AI accelerators. Give it a listen or check out the transcript below. We cover AI HW Adoption Challenges, Startup Opportunities, Groq, Hyperscaler Silicon, AWS, Incumbents & more chipstrat.com/p/chipstrat-on…
The entire world: San Francisco’s city government is not doing its job and the city’s urban life has deteriorated seriously. SF City Government: We have a response. Let’s quintuple parking enforcement. More parking tickets for everyone.
In the multiple livestreams I've watched of Jensen today from GTC. He talked a lot about how Nvidia is going to 'tokenize everything'. I know he's making a good point about important advances in all kinds of things. But every time he says that, I think of Meet the Parents.
Episode 59: Discussing All Things AI Accelerators With Austin Lions @BenBajarin and @jaygoldberg and joined by @theaustinlyons to discuss all things AI accelerators and real world implementations. Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn……
Episode 58: A Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling @BenBajarin and @jaygoldberg discuss cooling/thermal challenges with Ventiva CEO Carl Schlachte. Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn… Overcast:…
Episode 57: MWC 2024 Observations and Insights @BenBajarin and @jaygoldberg discuss broad semi trends in telecom and networking infrastructure from MWC 2024. Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn… Overcast: overcast.fm/itunes16613297…
Catatonia in Catalonia: MWC 2024, by @jaygoldberg open.substack.com/pub/d2d/p/cata…
Dylan Patel @dylan522p
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Dan Nystedt @dnystedt
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Sravan Kundojjala @SKundojjala
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Fabricated Knowledge @_fabknowledge_
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Eric Jhonsa @EricJhonsa
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Liberty 💚🥃 @LibertyRPF
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Jordan Schneider @jordanschnyc
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CJ @c_j_47
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Rosa(lie) | Aviriia |.. @Aviriia
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29 Followers 218 Following We're putting the band back together... 30th anniversary coming up, stay tuned
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Dylan Patel @dylan522p
39K Followers 682 Following SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop
Dan Nystedt @dnystedt
20K Followers 987 Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Sravan Kundojjala @SKundojjala
8K Followers 5K Following Semiconductors, Analyst No investment advice. Opinions are mine only.
Fabricated Knowledge @_fabknowledge_
16K Followers 465 Following Simplifying the world of semiconductor investing in the age of AI. Join over 39,000 free readers. It's secular (but cyclical) stupid Read more V
Eric Jhonsa @EricJhonsa
18K Followers 1K Following Independent tech L/S investor. Part-time consultant. Previously a tech columnist @thestreet @thestreetpro.
Jordan Schneider @jordanschnyc
48K Followers 4K Following Newsletter: https://t.co/j23uuLxE59 join 35k readers Podcast: https://t.co/4sx8iev5Az Business partnerships: https://t.co/a8hYrI8Qde Fellow: @cnasdc
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Ben Thompson @benthompson
239K Followers 2K Following Author/Founder of @stratechery. Host of @ditheringfm @sharptechpod. @notechben for sports. @monkbent on other networks. Home on the Internet.
Eric Seufert @eric_seufert
39K Followers 2K Following Investor, Heracles Capital: https://t.co/VMWd6QtHGI | Analyst, Mobile Dev Memo: https://t.co/d8aHtDNdC4 | Developer, Theseus: https://t.co/gW7TUlA8Le.
Michael Pettis @michaelxpettis
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Bill Bishop @niubi
194K Followers 6K Following Sinocism https://t.co/4IciuAHywl Co-founded https://t.co/e9DjtXQ6tc. Sharp China Podcast https://t.co/qVWELS0lYq
Stacy Rasgon @Srasgon
9K Followers 4K Following Semiconductors, stocks, scifi, and smallfry, from a serendipitous sell-sider settled in sunny SoCal. Apparently 65 in a 45 zone. Also banana tweets.
Semiconductor News by.. @DylanOnChips
6K Followers 1K Following News and features about semiconductors and client devices from @CRN Senior Editor Dylan Martin. Send tips to [email protected].
witeken @witeken
11K Followers 451 Following Semiconductors and all things Intel. Legacy verified. Freelance @tomshardware @SeekingAlpha @VentureBeat (LFW). https://t.co/p0B1ljf2nP https://t.co/aRV0H7XRzl
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Brad Setser @Brad_Setser
97K Followers 953 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
John Gruber @gruber
358K Followers 2K Following Threads: @gruber ★ Mastodon: https://t.co/zMmW95yISs ★ Bluesky: @gruber.foo
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Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over) @BenBajarin and @jaygoldberg discuss the potential readjusting of expectations around AI semi companies and the AI space as a whole. Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn……
The Continued March of Custom Silicon, is it Sustainable? @BenBajarin and @jaygoldberg discuss the opportunity and challenges within custom silicon in the data center and why its the biggest thread to @nvidia. Chapters to skip below: 00:00 Introduction and Overview 09:05…
@T_h_e_Circuit @BenBajarin @jaygoldberg This was a great episode guys. Been spending a lot of my time thinking about custom after all these analyst days. Timely stuff!
Episode 63: The Continued March of Custom Silicon, is it Sustainable? @BenBajarin and @jaygoldberg discuss the continued strategic efforts of custom silicon by the hyperscalers and discuss if Nvidia is threatened and if the strategy is sustainable. Apple Podcasts:…
reminder: firebenders are rendered powerless during the full solar eclipse, providing an excellent time to strike
A Holistic Analysis of Nvidia. How deep is the moat? Are they more susceptible to competition than many realize? @BenBajarin and @jaygoldberg dive into a full bull and bear case for @nvidia. Chapters 👇 (00:30) Competition (06:32) From Intel and AMD (12:51) From Startups…
The rebranding of linear algebra as "artificial intelligence" may be the most successful marketing campaign of all time.
It’s rare I write something I’m so proud of. Todays post is about why there’s going to be a new Moore’s law at the DC level, and energy densification by liquid cooling is a new vector to compete in. And surprise, NVDA is ahead. fabricatedknowledge.com/p/the-data-cen… I’m very proud of this one
Episode 62: A Holistic Analysis of Nvidia @BenBajarin and @jaygoldberg test the bull and bear thesis for @nvidia. Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn… Overcast: overcast.fm/itunes16613297…
A day that might be 6-7 years in the making? @Google is bringing a Chrome native @Arm app, so that when the @Snapdragon X Elite launches this summer, the most popular browser won't run in emulation mode. Perf numbers (supplied by QC) in the article. x.com/ryanshrout/sta…
How Deep is Nvidia's Software Moat? digitstodollars.com/2024/03/12/how… via @jaygoldberg
Maybe you’re sick of hearing it but NVDA has already thought about, and then executed on the problems that everyone is just starting to figure out. Jensen is so fucking ahead, the industry and people who are betting on mean reversion is chasing the after image.
Episode 60: Takeaways, observations, and insights from Nvidia GTC @BenBajarin and @jaygoldberg dig into all their most interesting insights and takeaways from GTC Apple Podcasts: podcasts.apple.com/us/podcast/the… Spotify: open.spotify.com/show/36gVeeoYn… Overcast: overcast.fm/itunes16613297…
If a bookstore has hand-written reviews/editorial for books, I think you should be legally obligated to support them.
Rahm Emanuel is coming on ChinaTalk!! What should I ask him?
And also got a chance to walk around central Beijing, including a stroll past my favorite Central Committee organ
you should be able to generate a public url for an apple note
🎧 Was a guest on @T_h_e_Circuit with @jaygoldberg and @BenBajarin discussing AI accelerators. Give it a listen or check out the transcript below. We cover AI HW Adoption Challenges, Startup Opportunities, Groq, Hyperscaler Silicon, AWS, Incumbents & more chipstrat.com/p/chipstrat-on…
Who wants to get rid of the crazy process every time you have to rent a car? Ripe for complete disruption. A waste of everyone’s time. 😡
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