Chips & SaaS
RT @OmerCheeema: In 2022, Semianalysis wrote an article on Samsung Memory and how they were a disaster and future was bleak. It was a pretty shallow article with a lot of big words. I tried to educate them but they were too sure that Micron has a technological advantage. I didnt push further assuming they werent knowledgeable enough about this segment.
A few months ago, they wrote a lame article on Substrate and how it was a legit ASML competitor. Dylan basically accepted that they were paid for it.
After these two incidents, I consider SemiAnalysis a marketing agency. They do provide good insights sometimes. But being an analyst and a marketing agency at the same time is conflict of interest.
P.S: Last year, they wrote quite a bit on AMD and its software stack. They did work with AMD teams very closely. I wonder what happened to that collaboration.
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RT @OmerCheeema: In 2022, Semianalysis wrote an article on Samsung Memory and how they were a disaster and future was bleak. It was a pretty shallow article with a lot of big words. I tried to educate them but they were too sure that Micron has a technological advantage. I didnt push further assuming they werent knowledgeable enough about this segment.
A few months ago, they wrote a lame article on Substrate and how it was a legit ASML competitor. Dylan basically accepted that they were paid for it.
After these two incidents, I consider SemiAnalysis a marketing agency. They do provide good insights sometimes. But being an analyst and a marketing agency at the same time is conflict of interest.
P.S: Last year, they wrote quite a bit on AMD and its software stack. They did work with AMD teams very closely. I wonder what happened to that collaboration.
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Offshore
Video
God of Prompt
RT @godofprompt: Sora, Runway,... they all do the same damn thing.
You prompt. You wait. You get a clip. You start over.
That's not creation. That's a glorified vending machine with a $20/month subscription.
PixVerse R1 just made all of it look ancient. Real-time 1080P video that listens to you while it's generating. No render bar. No fixed clips. No "try again."
Here's why nobody's ready for this: 👇
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RT @godofprompt: Sora, Runway,... they all do the same damn thing.
You prompt. You wait. You get a clip. You start over.
That's not creation. That's a glorified vending machine with a $20/month subscription.
PixVerse R1 just made all of it look ancient. Real-time 1080P video that listens to you while it's generating. No render bar. No fixed clips. No "try again."
Here's why nobody's ready for this: 👇
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Offshore
Photo
Chips & SaaS
RT @dnystedt: Not only do TSMC fabs continue to whir out chips during the Lunar New Year holiday, construction also continues at a blistering pace, media report. In Chiayi, south Taiwan, crews worked overnight onNew Year’s Eve to keep the AP7-P1 CoWoS advanced packaging plant on schedule. $TSM $NVDA $AAPL
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RT @dnystedt: Not only do TSMC fabs continue to whir out chips during the Lunar New Year holiday, construction also continues at a blistering pace, media report. In Chiayi, south Taiwan, crews worked overnight onNew Year’s Eve to keep the AP7-P1 CoWoS advanced packaging plant on schedule. $TSM $NVDA $AAPL
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Offshore
Video
Chips & SaaS
RT @Yuchenj_UW: This is so hilarious.
Nothing can make Sam and Dario hold hands, not even the Prime Minister of India! https://t.co/aRKsjSFXM9
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RT @Yuchenj_UW: This is so hilarious.
Nothing can make Sam and Dario hold hands, not even the Prime Minister of India! https://t.co/aRKsjSFXM9
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Offshore
Video
memenodes
When you realize you spent the best years of your life doing nothing. https://t.co/0kow3qLYjH
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When you realize you spent the best years of your life doing nothing. https://t.co/0kow3qLYjH
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Offshore
Photo
memenodes
Imagine saylor just putting orange dots on the chart instead of actual buying
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Imagine saylor just putting orange dots on the chart instead of actual buying
99>98 https://t.co/BsTEvhbc9v tweet
Offshore
Video
memenodes
Being 27 is weird
7 years ago you were a teenager
3 years from now you're an old man https://t.co/0NuKrvZGQI
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Being 27 is weird
7 years ago you were a teenager
3 years from now you're an old man https://t.co/0NuKrvZGQI
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