SemiAnalysis, every mention
6 scenes · ← back to SemiAnalysis
tap a year for its mentions
every year anyone Brad Gerstner 6Bill Gurley 2
Verbatim, from the transcripts: the passages where SemiAnalysis comes up
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 18:32 Brad Gerstner I mean, look at Dylan Patel's business at semi-analysis.
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 25:54 Brad Gerstner So semi-analysis is out with, you know, an assessment of this and many others, and basically what they concluded is that Huawei is already on the frontier or near the frontier with respect to chips.
- ▶ 38:35 Bill Gurley That semi-analysis thing says Huawei's getting there.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:00 Bill Gurley We're thrilled to have Dylan Patel with us from Semi Analysis.
- ▶ 2:37 Brad Gerstner And, and, and just tell us, give us that quick thumbnail on semi-analysis today. 3 times in the scene
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:51 Brad Gerstner One is we just took the semi-analysis chart, which is kind of this quality versus inference API pricing.