Moore's law

7 statements across 5 episodes · 6 bullish · 1 bearish · 3 people on the record · first statement Nov 3, 2021 by John Bathgate · said 1 times in 1 episodes since 2023 · across every show →

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Everything said about Moore's law, oldest first

Nov 3, 2021 bullish
Prediction Not checkable as stated
Bathgate: Moore's Law will continue spiritually for 10 to 15 years
“I think just like for the spirit of Moore's law, we still have, we have visibility probably for the next. 10 to 15 years.”
John Bathgate Nov 3, 2021 ▶ 1:28:53 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
Nov 3, 2021 negative
Insight
Bathgate: Escalating Moore's Law complexity favors horizontal semis over vertical integration
“The needs of Moore's law are just so difficult that like, it's hard enough to just do one of these things well and doing multiple of them well makes it makes it harder.”
John Bathgate Nov 3, 2021 ▶ 1:18:48 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
Jun 20, 2022 bullish
Assertion Supported
Gilbert: 10x computing gains every 5-7 years continue via GPUs
“When you look at, like, what NVIDIA's been doing with GPUs, it is totally fair to say that this 10 X improvement in computing every five, six, seven years, that is absolutely still happening”
Ben Gilbert Jun 20, 2022 ▶ 16:17 The Playbook: Lessons from 200+ Company Stories · Acquired
Jun 20, 2022 bullish
Insight
Gilbert: Moore's Law guarantees tech addressable markets keep expanding
“As long as Moore's Law continues to hold and computing power continues to get exponentially cheaper, The markets that technology can attack should keep getting bigger and bigger.”
Ben Gilbert Jun 20, 2022 ▶ 15:10 The Playbook: Lessons from 200+ Company Stories · Acquired
Nov 15, 2022 positive
Insight
Hardware Success Requires Forecasting Moore's Law for the Ship Date
“There are so many things that we've talked about in the last, I mean, on Acquired generally, but especially in the last year, where their success came from correctly forecasting where Moore's Law would be at the time that they shipped their product.”
Ben Gilbert Nov 15, 2022 ▶ 1:05:32 Qualcomm · Acquired
Sep 6, 2023 bullish
Insight
Parallel computing on GPUs acts as an Archimedes lever on Moore's Law
“Whatever advances are happening in Moore's law and the number of transistors on a chip, If you have an algorithm that can run in parallel, which is not all problem spaces, but many can, then you can basically lever up Moore's Law by hundreds of times, or thous…”
David Rosenthal Sep 6, 2023 ▶ 11:18 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Jan 21, 2025 bullish
Insight
Moore's Law and Rock's Law mathematically drive semiconductor foundries toward monopoly
“When you combine these two things, the Moore's Law and Moore's Second Law, it implies that the leading company, that most profitable company, will become a monopoly.”
Ben Gilbert Jan 21, 2025 ▶ 1:51:19 TSMC · Acquired
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