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1.

Tenstorrent and the State of AI Hardware Startups (irrationalanalysis.substack.com)

224 points

a year ago

2.

ARM's Chernobyl Moment (irrationalanalysis.substack.com)

43 points

ezequiel-garzon

2 years ago

3.

A Background-Proof Guide on AI (irrationalanalysis.substack.com)

3 points

2 years ago

4.

Intel 4Q2024 Preview: The Piranha's Smell Blood (irrationalanalysis.substack.com)

2 points

a year ago

5.

[V]ery [L]ong [I]ncoherent [W]riteup (irrationalanalysis.substack.com)

2 points

a year ago

6.

GTC 2025: Co-Packaged Optics Switching (irrationalanalysis.substack.com)

2 points

a year ago

7.

A Background-Proof Guide on Semiconductor Foundry PDKs (Process Development Kit) (irrationalanalysis.substack.com)

2 points

a year ago

8.

Hot Chips 2024: Irrational Recap (irrationalanalysis.substack.com)

2 points

2 years ago

9.

Macro, Mobile, Markets, and Mercy for Intel (irrationalanalysis.substack.com)

1 point

a year ago

10.

A Guide on Semiconductor Development (2023) (irrationalanalysis.substack.com)

1 point

a year ago

11.

A Background-Proof Guide on Process Development Kits (irrationalanalysis.substack.com)

1 point

a year ago

12.

[V]ery [L]ong [I]ncoherent [W]riteup: Historical context on Groq (irrationalanalysis.substack.com)

1 point

2 years ago