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silicon

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Apr 25, 2025 by Logan Kilpatrick · across every show →

Everything said about silicon, oldest first

Apr 25, 2025 positive
Assertion Supported
Kilpatrick: Google's Full-Stack Control Extends From Silicon to Model Delivery
“Google controls. From a product perspective, like all the way to how the models are delivered to how the models are trained down to the silicon. So like you can make decisions assuming a bunch of those things are going to be true, which is like a lot of folks …”
Logan Kilpatrick Apr 25, 2025 ▶ 4:13 Google's AI Comeback in Their Own Words - Logan Kilpatrick
Jul 5, 2025 neutral
Insight
Prince: Every chip shortage in silicon history turns into a glut
“There's never been a chip shortage in any time in the history of silicon that doesn't turn into a glut.”
Matthew Prince Jul 5, 2025 ▶ 1:59:23 Weekly Recap: The Soham Parekh Drama, Meta Attacks OpenAI, Trump's Mega Bill
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