LAM

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Dec 19, 2022 by Jay Goldberg · across every show →

Everything said about LAM, oldest first

Dec 19, 2022 bearish

Opinion

Goldberg: China has produced almost nothing in semiconductor manufacturing equipment

“Their attempts to replicate companies like ASML and LAM and build their own equipment for manufacturing semis has also produced almost nothing.”

Jay Goldberg Dec 19, 2022 ▶ 28:36 Why are chips interesting again?

Aug 19, 2024 bearish

Opinion

LLMs are poorly suited for web search due to invisible error rates

“I'm really skeptical that you can use an LAM for general web search, just because I think there's a combination of, like, the error rate is real, it matters, and you can't see it.”

Benedict Evans Aug 19, 2024 ▶ 23:45 Google's Antitrust case

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LAM

Everything said about LAM, oldest first

Turn any episode into a week of clips.