SemiAnalysis
also referred to as: semi-analysis
9 statements across 4 episodes · 1 bullish · 6 bearish · 4 people on the record · first statement Dec 5, 2023 by Dylan Patel · said 36 times in 9 episodes since 2023 · across every show →
Mentions by year
brought up most by Doug O'Laughlin (11), Shawn Wang (10), Dylan Patel (4), Alessio Fanelli (4), Ivan Burazin (2), Nathan Lambert (1), Kyle Kranen (1)
tap a year for its mentions
2026 27 mentions in 6 episodes 5 per episode
- Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
- Dylan Patel Explains the AI War While Cooking | In-Context Cooking
- AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
- ⚡️ Competing with ChatGPT and Sierra, building a $10M ARR company — Yasser Elsaid, Founder, Chatbase
- Agent Inference at the "Speed of Light" — How NVIDIA moves like a $4.3 Trillion Startup
- Measuring Exponential Trends Rising (in AI) — Joel Becker, METR
- every mention in 2026, scene by scene →
2025 1 mention in 1 episode
2024 2 mentions in 1 episode
2023 6 mentions in 1 episode
Everything said about SemiAnalysis, oldest first
Dec 5, 2023
Dec 5, 2023 negative
Patel: AI chip bottlenecks lie in interconnects and memory, not matrix multiplication
“Multiplying tensors is kind of, you know, anyone can, there's a lot of people who've made good matrix multiply units, right? But it's about, like, getting good utilization out of those, and interfacing with the memory, and interfacing with other chips really e…”
Dec 5, 2023 bullish
Feb 8, 2024 negative
Prakash: SemiAnalysis inference report erred by assuming unpriced input tokens
“I think there were some errors in that analysis. In particular we were trying to decode it, and one of the things we noticed is that it assumed that input tokens weren't being priced. So I think that may have been an error in the model.”
Feb 24, 2026 negative
O'Laughlin: Being 5% more accurate on EPS models never drives good investment decisions
“Is your model, you know, being five percent more accurate, really going to ever make a good investment decision or not? No, never, not once. Like no one's saying, oh yeah, my estimate is always one cent more tighter than everyone else. That's why I'm good at s…”
Feb 24, 2026 bearish
O'Laughlin: Traditional sell-side equity research is a broken business model on its last legs
“Sell side as a concept is very broken. If you're talking about waves and things that are changing sell side in a lot of ways is this hereditary child of like, let's say, 30 or 40 years of banking. Where you had you know, a company go public, so you needed some…”
Feb 24, 2026 bearish
Feb 24, 2026
May 21, 2026 bearish
Burazin: CPUs Will Become the Next Critical Bottleneck for AI Agents
“You will get to the point, and Dylan Patel was at the conference talking about, from Semi-Analysis that talks usually about GPUs, was also talking about how CPUs will now be a bottleneck because it will be the constraint. You won't be able to grow, or we won't…”