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semiconductors

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Sep 10, 2025 by Pete Shadbolt · across every show →

Everything said about semiconductors, oldest first

Sep 10, 2025 bearish
Prediction Not checkable as stated
Shadbolt: Reaching the end of Moore's Law will be painful next decade
“Like we're coming to the end of Moore's law. We cannot make smaller transistors. That's going to get really, really painful in the next decade.”
Pete Shadbolt Sep 10, 2025 ▶ 1:33:25 Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea
May 15, 2026 bullish
Prediction Not checkable as stated
Rangwalla: Individual semiconductor footprints will expand 10x due to AI agents
“Your footprint, you're like a semiconductor or technology footprint as an individual is about to expand by like 10 X because you used to have a couple of devices. Maybe you're someone has an iPad too. So you have X a little more, but like three or four devices…”
Jaimin Rangwalla May 15, 2026 ▶ 25:50 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
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