SemiAnalysis Weekly
Jordan Nanos, Doug O'LaughlinEverything semiconductors and AI
Covering the spectrum
| Publishes | Weekly | Episodes | 25 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
OpenAI and Anthropic are adding close to $30 billion of ARR per month, and the driver is gross margin expansion, not new compute. Jeremie Eliahou Ontiveros (@JeremieEO) and Reyk Knuhtsen (@robotknower) join Jordan Nanos (@JordanNanos) to trace the $1... more
Jeff Dean and the Gemini leads are leaving Google. Jon Y (@asianometry) makes his FIRST appearance to unpack the exodus with Doug O'Laughlin (@fabknowledge) and Jordan Nanos (@JordanNanos). The crew debates the Demis CEO question, whether Google acqu... more
Doug is back this week!
Timestamps:
00:00 Market Update
07:02 Comparing to Past Bubbles in Taiwan and Korea
10:08 Memory Prices, LTAs, and Market Cycles
18:11 Future Demand for AI and Model Usage
37:40 Scaling Laws and Supply Constraints
44:45 Financ... more
AI and datacenter CapEx hits $11 trillion cumulatively from 2024 to 2029, and $7.1 trillion of that needs funding, roughly 75% debt financed. Dan Nishball (@dnishball), Zane Fong (linkedin.com/in/zanefongzq), and Kang Wen Cheang (linkedin.com/in/chea... more
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Apple Podcasts | #213 |  Australia/Business |
Apple Podcasts | #182 |  Finland/Business |
Apple Podcasts | #195 |  Netherlands/Business |
Apple Podcasts | #195 |  Hong Kong/Business |
Apple Podcasts | #219 |  United Arab Emirates/Business |
Apple Podcasts | #233 |  Singapore/Business |
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Frequently Asked Questions About SemiAnalysis Weekly
What is SemiAnalysis Weekly about and what kind of topics does it cover?
This show centers on deep-dive discussions at the intersection of semiconductors and AI, with a strong emphasis on AI infrastructure, model economics, and data-center hardware. Episodes often feature technical guests and industry analysts who unpack tight topics like token economics, GPU/CPU hardware tradeoffs, wafer-scale designs, and the business implications of AI tooling. A standout trait is the rigorous blend of hands-on engineering detail with market and macro context, frequently anchored by practical frameworks, calculators, and real-world case studies. Listeners can expect a candid, data-driven take on the evolving AI compute stack, where conversations regularly move from hardware design and efficiency to cloud economics, margins, a... more
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Which podcasts are similar to SemiAnalysis Weekly?
These podcasts share a similar audience with SemiAnalysis Weekly:
1. Dwarkesh Podcast
2. Training Data
3. No Priors: Artificial Intelligence | Technology | Startups
4. Invest Like the Best with Patrick O'Shaughnessy
5. The a16z Show
How many episodes of SemiAnalysis Weekly are there?
SemiAnalysis Weekly launched 6 months ago and published 25 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact SemiAnalysis Weekly?
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What guests have appeared on SemiAnalysis Weekly?
Recent guests on SemiAnalysis Weekly include:
1. Jon from Asianometry
2. Jordan Schneider
3. Doug O'Loughlin
4. Andrew Wagner
5. Afzal Ahmad
6. Niko Ciminelli
7. Haroon Inam
8. Justin Lebar
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.