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