Fabricated Knowledge | Doug O'Laughlin

Linking pages

Why Nvidia Keeps Winning: The Rise of an AI Giant https://www.chinatalk.media/p/why-nvidia-keeps-winning-the-rise 277 comments
China AI & Semiconductors Rise: US Sanctions Have Failed https://www.semianalysis.com/p/china-ai-and-semiconductors-rise 122 comments
The Semiconductor Bust. Still Coming? - by Jon Y https://asianometry.substack.com/p/the-semiconductor-bust-still-coming 73 comments
The Rise and Peak of Japanese Semiconductors - by Jon Y https://asianometry.substack.com/p/the-rise-and-peak-of-japanese-semiconductors 34 comments
The Semiconductor Supply Chain in Infographics https://www.ai-supremacy.com/p/the-semiconductor-supply-chain-in 6 comments
The Rise and Peak of Japanese Semiconductors - by Jon Y https://www.asianometry.com/p/the-rise-and-peak-of-japanese-semiconductors 4 comments
Top Software Engineering Newsletters in 2024 https://www.ai-supremacy.com/p/top-software-engineering-newsletters-fe9 1 comment
Where The Real Chip Shortage Is - by Jon Y https://asianometry.substack.com/p/where-the-real-chip-shortage-is 0 comments
Doug from Fabricated Knowledge on the Semis industry and his $RMBS thesis (Podcast #112) https://yetanothervalueblog.substack.com/p/doug-from-fabricated-knowledge-on?s=r 0 comments
How much the top 25 paid Technology Substack Publications are making https://nextbignewsletter.substack.com/p/how-much-the-top-25-paid-technology 0 comments
Huawei’s Breakthrough: The Strategic Implications https://www.chinatalk.media/p/huaweis-breakthrough-the-strategic 0 comments
New Export Controls! SemiAnalysis, Fabricated Knowledge, and Asianometry Weigh In https://www.chinatalk.media/p/new-sexport-controls-semianalysis?isFreemail=true&post_id=138116717&publication_id=4220&r=6gq23 0 comments
🔥 Top AI Newsletters of 2024 on Substack https://aisupremacy.substack.com/p/top-ai-newsletters-of-2024-on-substack 0 comments
An Interview with Tony Pialis, CEO and Founder of Alphawave https://www.fabricatedknowledge.com/p/an-interview-with-tony-pialis-ceo 0 comments