Feynman had studied the ideas of John von Neumann while researching quantum field theory. His most famous lecture on the subject was delivered in 1959 at the California Institute of Technology, published under the title "There's Plenty of Room at the Bottom" a year later. In this lecture he theorized on future opportunities for designing miniaturized machines, which could build smaller reproductions of themselves. This lecture is frequently cited in technical literature on microtechnology, and nanotechnology. Feynman also suggested that it should be possible, in principle, to make nanoscale machines that "arrange the atoms the way we want" and do chemical synthesis by mechanical manipulation. He also presented the possibility of "swallowing the doctor", an idea that he credited in the essay to his friend and graduate student Albert Hibbs. This concept involved building a tiny, swallowable surgical robot.

Richard Feynman said that one of the joys of working with all the really smart people on the Manhattan Project was: “You never had to explain anything twice. Everyone was paying attention. Everyone understood the first time you said it.”

Mizuho on SemiAnalysis (rumor mill) channel checks: "Significant Feynman de-spec risk (potentially ~50%). 16/20Hi HBM + hybrid bonding still highly uncertain. GOOGL already scaled TPUv8 HBM3e to 8Hi." "Lower HBM content per GPU/ASIC = 20-30% more shipments possible. Aggregate DRAM bit demand for training/inference/KVCache actually rises. Better GPU/ASIC margins." "That extra silicon volume is pure upside for copper AEC, NPO, SiPho/InP. $CRDO and $LITE the clearest beneficiaries. CPO still 2-3 years out." "800V looks delayed — data centers pushing back hard on rapid power architecture change + staff retraining. Moving to OCP ORv3 Diablo 400V bipolar instead. More VRMs, smoother ramp." "2027 is still a monster year: xAI/ $SPCX 10GW + the $500B Neocloud financing facility = real tailwind. $GOOGL morphing into a major Neocloud supplier with accelerating TPU ramps. Mizuho modestly cuts PTs ( $MU $1,300 / $SNDK $1,875 / AMAT $590 / MKSI $330 / LRCX $365) on multiple compression from the de-spec uncertainty — but still sees memory tight and overall bit demand higher. Net: de-spec is real, but it unlocks more systems, more copper, more optics, and keeps the 2027 power + financing flywheel intact.

Nvidia’s next generation chip platform, Feynman is ahead of schedule, will use TSMC’s A16 process, and CPO (co-packaged optics), DigiTimes reports, with TSMC full speed ahead to meet 2028 mass production. -Nvidia is rapidly shifting its supply chain to put Feynman out in the 2nd half of 2028 -Feynman uses 3D chiplets, SoIC packaging and CPO. (Silicon-on-Integrated-Chips). -Total rack bandwidth for Feynman to hit 1,000 TB/s versus 260 TB/s for Rubin and 520 TB/s for Rubin Ultra, making CPO vital. -TSMC construction at advanced packaging plants AP7 in Chiayi and AP8 in Tainan are ahead of schedule, and accelerating -SoIC, CoWoS-L and CoPoS are all being pulled forward -SoIC capacity seen at 50,000 wafers-per-month (wpm) by end-2027, vs end-2026's 20,000wpm $NVDA $TSM #semiconductors#

Cosmic Surprises, Newton Supreme, A New Collider and Feynman Dines Out. My newest @OriginsProject Podcast with @skdh video premieres at 11 am pacific time today!. Lively discussion, debate, and discovery. Ad free version at

Cosmic Surprises, Newton Supreme, A New Collider and Feynman Dines Out. My newest @OriginsProject Podcast with @skdh video premieres tomorrow at 11 am pacific time. Lively discussion, debate, and discovery. Ad free version at

🔥🔥Just listened to @bgurley present at All-In Summit on investigating root causes of disasters to prevent them. In every disaster, there are “Searchers” who want to find the truth (Prof. Feynman & Challenger explosion) and “Blockers” who obstruct (Boeing & FAA in 737 Max crashes). All of this is a lead up to discussing how there has been no honest official attempt to find the root cause of the most calamitous disaster of our lifetimes: Covid-19. His assessment is completely non-partisan and emotive.🔥🔥 If you have ~30 mins this weekend, it’s well worth a listen.