O'Laughlin: Compiled a PhD-level chip cycle dataset in one day using AI
Doug O'Laughlin · Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis · Feb 24, 2026 · at 46:46
Doug O'Laughlin of SemiAnalysis describes using AI coding agents to aggregate and synthesize historical memory pricing and macroeconomic covariates dating back to 1984.
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“I mean, this is like too much information to gather. It's like a lifetime of work. It's like a PhD project. I did it in a day.”
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