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SemiAnalysis

also referred to as: semi-analysis

4 statements across 4 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Dec 31, 2024 by John Coogan · said 109 times in 55 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (45), Jordi Hays (11), Doug O'Laughlin (3), Dylan Patel (2), Will Brown (1), Packy McCormick (1), Bridget Harris (1)

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02040202420252026episodes it came up in
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2026 66 mentions in 32 episodes 2 per episode
2025 42 mentions in 22 episodes 2 per episode
2024 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about SemiAnalysis, oldest first

Dec 31, 2024 bearish
Assertion Not checkable as stated
Coogan: AMD's software is too broken to train AI models
“Even though they're hitting the benchmarks on the actual, like, computing power, like, price per flop, the software is so broken, there's so many bugs that you cannot train models on it.”
John Coogan Dec 31, 2024 ▶ 13:16 Year of Tech in Review (ep25)
Jul 26, 2025 bullish
Assertion Contradicted
Coogan: SemiAnalysis clocks ChatGPT at 71% of AI query share
“So semi-analysis, clocks, chat GPTs, share of queries, it's 71%. Meta is in second at 12%, and that's with billions of users on meta products, and so OpenAI is certainly running away with consumer.”
John Coogan Jul 26, 2025 ▶ 29:57 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Feb 3, 2026 neutral
Disclosure
Patel: Hedge funds make up 40% to 50% of SemiAnalysis's business
“Roughly like half our business is, or 40% of our business is like hedge funds”
Dylan Patel Feb 3, 2026 ▶ 32:13 FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
Aug 11, 2026 bullish
Assertion Not checkable as stated
Hays: SpaceX is up 13% in five days, partly from SemiAnalysis report
“SpaceX is up 13% in the past five days, almost certainly in part due to semi-analysis.”
Jordi Hays Aug 11, 2026 ▶ 29:44 Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
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