Huge breadth of technology, yet he somehow finds stuff in semiconductors that we missed, despite that being only one of topics he covers.
- Dylan Patel
Fair, well researched, and balanced insights on China
Hardcore die shot analysis
Every LP in the world should be begging Doug to run a semiconductor fund.
Great takes on software
Great in-depth summaries on AI papers
Great semiconductor technology research and analysis
Deep and through looks into some of the most important companies in the world
Great history lessons on the chip industry!