Deep and through looks into some of the most important companies in the world
- Dylan Patel
Huge breadth of technology, yet he somehow finds stuff in semiconductors that we missed, despite that being only one of topics he covers.
Best way to stay up to date on the latest in AI
Great takes on software development, from someone who actually ran one of the largest and most used ones in the world.
Boardroom politics, corporate warlords, and often times... actionable investment thesis based on these.
Fair, well researched, and balanced insights on China
Great history lessons on the chip industry!
Every LP in the world should be begging Doug to run a semiconductor fund.