SemiAnalysis
0 statements across 0 episodes · 0 bullish · 0 bearish · 0 people on the record · said 16 times in 9 episodes since 2025 · across every show →
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brought up most by Alex Kantrowitz (16)
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2026 5 mentions in 5 episodes 1 per episode
- Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
- Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
- AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
- Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- every mention in 2026, scene by scene →
2025 11 mentions in 4 episodes 3 per episode
- Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
- AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
- OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI
- OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
- every mention in 2025, scene by scene →
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