SemiAnalysis Weekly
Jordan Nanos, Doug O'LaughlinEverything semiconductors and AI
Covering the spectrum
| Publishes | Weekly | Episodes | 16 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
Unitree is going public, boasting 67% gross margins on its humanoid robots. Jordan Nanos (@JordanNanos), Reyk Knuhtsen (@robotknower), and Niko Ciminelli discuss how the Chinese company achieves this through aggressive pricing, rapid iteration, and a... more
NVIDIA's next architecture will demand 800V DC and datacenters can't wait to build the infrastructure. Haroon Inam, CEO and Co-Founder of DG Matrix, joins Jordan Nanos (@JordanNanos), Jeremie Eliahou Ontiveros (@JeremieEO), and Nicolas Bontigui to ex... more
Justin Lebar (jlebar.com) recently spent $10,000 in an afternoon, uncovering critical miscompiles across NVIDIA's PTXAS, LLVM's AMD GPU, and X86 backends. He joins Jordan Nanos (@JordanNanos) to detail his methodology, which combined traditional fuzz... more
AWS operating margins jumped 10 percentage points while Microsoft Azure and Google Cloud stayed flat. The driver: Anthropic's Claude usage routing through Bedrock, Amazon's token-as-a-service platform.
Jordan Nanos (@JordanNanos), Jeremie Eliahou O... more
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Apple Podcasts | #85 |  Norway/Business |
Apple Podcasts | #146 |  South Korea/Business |
Apple Podcasts | #183 |  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. Invest Like the Best with Patrick O'Shaughnessy
3. BG2Pod with Brad Gerstner and Bill Gurley
4. No Priors: Artificial Intelligence | Technology | Startups
5. TBPN
How many episodes of SemiAnalysis Weekly are there?
SemiAnalysis Weekly launched 5 months ago and published 16 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. Justin Lebar
2. Dylan Patel
3. Chaim Eisenberg
4. Simi Sherman
5. Daniel Nishball
6. Sam Harshe
7. Jeremie Eliahou Ontiveros
8. Cam Quilici
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