Irrational Analysis

irrationalanalysis.substack.com

Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**. Click to read Irrational Analysis, a Substack publication with tens of thousands of subscribers.

Popular posts: 1
Total points: 224
HN comments: 124
Rank: #11,577 personal

Visit irrationalanalysis.substack.com → RSS feedOn Hacker News Dec 2024 – Dec 2024

Hardware & Electronics 1 AI & Machine Learning 1

Most points Most discussed Most cited Newest

Tenstorrent and the State of AI Hardware Startups

2024224 points124 comments AI & Machine Learning details

Semi-custom silicon is a bigger problem than Nvidia.