CAT(@cattttang):I sat down with @dylan522p and spoke with over a dozen people about his information machine. "I don't think anyone who has a traditional equity research background would even try to figure out where $3T in [the AI labs' combined] ARR comes from." Slack private messaging limits, finding CoWoS volume, and the industry they're looking at next

CAT

@cattttang

For the love of the game @substratemag | Prev @Etched

가입 July 2019

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CAT@cattttang

2026.09.18 23:40

I sat down with @dylan522p and spoke with over a dozen people about his information machine. "I don't think anyone who has a traditional equity research background would even try to figure out where $3T in [the AI labs' combined] ARR comes from." Slack private messaging limits, finding CoWoS volume, and the industry they're looking at next - I wrote about SemiAnalysis here: