semiconductors

also referred to as: semiconductor

4 statements across 4 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Jan 2, 2019 by John Markoff · across every show →

Everything said about semiconductors, oldest first

Jan 2, 2019 positive

Assertion Supported

Markoff: Doug Engelbart identified semiconductor scaling five years before Moore's Law

“I'm the one who stumbled across the paper in the Stanford archives that Doug Engelbart wrote in 1960, where he looked at this brand new technology of semiconductors, and he pointed out that it scales.”

John Markoff Jan 2, 2019 ▶ 16:43 a16z Podcast | Talking Humans and Machines with NYT’s John Markoff

Jan 2, 2019 positive

Insight

Gil: Semiconductor layer provides the best way to index machine learning

“It's a way to effectively index machine learning, because I think it's very hard to invest in, quote, unquote, a machine learning company.”

Elad Gil Jan 2, 2019 ▶ 24:09 a16z Podcast | High Growth in Companies (and Tech)

Jul 23, 2024 bullish

Disclosure

Mark Casey: Capital Group is buying AI choke points across chips, clouds, and models

“And then what I'm mostly looking for, where are the choke points right now? And there's a bunch. It's semiconductors and semiconductor capital equipment. There's only a handful of companies that are good at that. There's only three big public clouds. There's o…”

Mark Casey Jul 23, 2024 ▶ 21:22 Mark Casey (Capital Group): Public Market and Macro Perspectives

Sep 10, 2025 bullish

Prediction Not checkable as stated

Dixon: AI will continue scaling exponentially like semiconductors

“I think my sense is AI is in that kind of, you know, semiconductor like place where you have this meta process that's very likely to continue scaling exponentially for a very long time.”

Chris Dixon Sep 10, 2025 ▶ 29:22 Chris Dixon on How to Build Networks, Movements, and AI-Native Products

semiconductors

Everything said about semiconductors, oldest first

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