Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack
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$GOOG is already at 6 months and it's only getting shorter
Chip design is going through the fastest acceleration in the history of the industry
NEVER thought i would hear this from jeff dean
he thinks we can compress chip design from 2 years to 3 months with RL + new EDA tooling
essentially just by a specialized auto research loop for hardware!
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