William Keating @SemiconAlpha
Semiconductors are seminal to our collective future & fascinate me. Definitely NOT investment advice. Entertainment purposes only. DYOR. Thanks! semiconalpha.substack.com Hong Kong Joined September 2014-
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Zhipu placed up to 19,780,000 new H shares at HK$1,588 (~13% discount) each on July 9, raising an expected gross proceeds of approximately HK$31.41 billion. Smart move. skr.ma/wbxRa
semiconalpha.substack.com/p/zhipu-and-mi…
Zhipu & MiniMax both IPO'd on the Hang Seng within a single day of each other back in January & both exited their lockup expiry dates earlier this week
Zhipu placed up to 19,780,000 new H shares at HK$1,588 (~13% discount) each on July 9, raising an expected gross proceeds of approximately HK$31.41 billion. Smart move.
Zhipu (Knowledge Atlas 2513.HK) now trades at HK$1,884 compared to its IPO price of HK$116 while MiniMax now trades at HK$259 as compared to its IPO price of HK$165
Zhipu & MiniMax both IPO'd on the Hang Seng within a single day of each other back in January & both exited their lockup expiry dates earlier this week
Model Convergence: capabilities that once required specialized models are increasingly handled by the main Gemini LLMs, which can now be state of the art for math and other scientific questions skr.ma/tVnlJ
semiconalpha.substack.com/p/sergey-brin-…
Model Convergence: capabilities that once required specialized models are increasingly handled by the main Gemini LLMs, which can now be state of the art for math and other scientific questions
He cited chain-of-thought (”think step by step”) as an example of a technique that seemed trivial or “the dumbest thing ever” yet drove a significant jump in AI capability.
Brin admitted he is “always kind of confused as to how to prompt the models” and even the Gemini team does not know exactly where the models’ capability edges are!
Model Convergence: capabilities that once required specialized models are increasingly handled by the main Gemini LLMs, which can now be state of the art for math and other scientific questions
@IanCutress @substrate @ASMLcompany yea just a whole lot of bs really tbh.... semiconalpha.substack.com/p/substrate-as…
Mr. Karp argues that open-source models paired with Palantir’s safe "ontology" application layer match closed-frontier performance without risking the transfer of proprietary corporate secrets. skr.ma/DdCd5
semiconalpha.substack.com/p/palantir-ceo…
The Trust Deficit: Alex Karp claims that enterprise and battlefield clients are furious with frontier AI labs over severe data caching, intellectual property theft, and a total loss of trust.
The Application Layer Moat: Karp argues that open-source models paired with Palantir’s safe "ontology" application layer match closed-frontier performance without risking the transfer of proprietary corporate secrets.
The Sovereign Solution: Palantir's new partnership with NVIDIA focuses on giving technical customers absolute control over their own compute, data stacks, model weights, and business alpha.
The Trust Deficit: Alex Karp claims that enterprise and battlefield clients are furious with frontier AI labs over severe data caching, intellectual property theft, and a total loss of trust.
@DavidSacks I don't usually find myself agreeing with *both* David Sacks and Alex Karp, but here I think they are spot on semiconalpha.substack.com/p/is-anthropic…
Last week, Figma held their annual Config together with an Analyst Day. Zero reference to the Claude Design debacle, Krieger's board resignation or the activist letter critiques. Very disappointing skr.ma/QedF7
semiconalpha.substack.com/p/figma-analys…
Last week, Figma held their annual Config together with an Analyst Day. Zero reference to the Claude Design debacle, Krieger's board resignation or the activist letter critiques. Very disappointing
This quarter will test whether they can transition their new AI-credit consumption model into a durable, high-margin revenue stream without cannibalizing the seat business or blowing out costs. Let's see.
The Config event keynote featured a slew of new product launches organized around “new creative materials” plus “intelligent tools”, an attempt to seamlessly blend design and coding
Last week, Figma held their annual Config together with an Analyst Day. Zero reference to the Claude Design debacle, Krieger's board resignation or the activist letter critiques. Very disappointing
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