Sonith @_sonith
@zfellows, https://t.co/FtvC59XrU2 | interviewing people I’m curious about... sonith.org Joined November 2023-
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To celebrate the launch of intelligence.crosby.ai, we're hosting an event with NYC's top AI minds on July 1. @jsarihan will chat with @paraga. We're saving a few spots for "that cracked person we met online." If that might be you or someone you know, plz DM me!
Join Wander !!
We are acquiring talent-dense teams @wander If you are a startup founder looking for the next phase of your and your team's journey, please reach out to me.
We are acquiring talent-dense teams @wander If you are a startup founder looking for the next phase of your and your team's journey, please reach out to me.
Full episode now on X: My second conversation with Jeff Yass, co-founder and managing director of Susquehanna International Group, one of the largest trading firms in the world. Jeff is my first repeat guest, so we did this one a little differently. Instead of going back through his background, we just talked about ideas — a few economic myths Jeff thinks most people have backwards. We split it into two buckets: the US "debt crisis," and consumer surplus and how we tax it. It's a short conversation but a dense one, and Jeff doesn't hedge. If you want a clear look at how he actually thinks about debt, value, and taxes from first principles, this is it. We spoke about: - Why the US "debt crisis" is misdiagnosed — debt should be measured against national wealth (~$230 trillion), not GDP - Why the real threat to America isn't the debt at all, it's killing the golden goose - Consumer surplus everyone misses, how Bezos captured ~2% of the value Amazon actually created, and the consumer got the rest - Why vilifying billionaires is economically upside down - Why he believes school choice and vouchers are the single biggest lever to reduce suffering in America …and much more. Links below
Patiently awaiting the write-up on Riviera.. @BobCasey Thank you
Everything
Every day new views about how quickly the AI world is changing code, product development, research, math... What a time to be alive. Everything is shifting
Excited to announce the SemiAnalysis Teardown Engineering & Evaluation Lab (STEEL) We have been building a state-of-the-art teardown lab in Oregon with $10s of millions Capex being spent capable of analyzing the world’s most advanced and important chips and process technologies over the last year and half. We have already generated revenue on advanced datacenter chip teardowns. This is a bit of inconvenient timing for TechInsights as they are private equity owned and currently being sold while having enjoyed virtually no credible competition for decades. This has led to TechInsights underinvesting in CAPEX. SemiAnalysis exceeds TechInsights in revenue despite no venture or private equity ownership and being founded only 6 years ago. Because we have no external investors and are founder led, we move faster, build faster, and we can release client chip teardowns for free regularly, while focusing on datacenter for our major clients. STEEL has a state of the art fleet of tools. We are less than a year and half into the journey here, but our goal is to be number 1 just like we are in AI, Datacenter, and Semiconductor market data, consulting, and technically analysis. Our largest customers which, include all of the hyperscalers and world's largest semiconductor companies, are excited for us to shake up the market.
Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s? SMIC N+3 Node Deep Dive vs TSMC N6, TechInsights Private Equity Sale, SemiAnalysis Teardown Engineering & Evaluation Lab, HiSilicon Kirin 9030, Process Technology, Pattering, Cell Architecture newsletter.semianalysis.com/p/steel-smic-n…
"everything around that you call life was made up by people who were no smarter than you" - Steve Jobs new z fellows cohort starting soon. interviewing now for it. zfellows.com
1/ Today we are launching @mercury Command - the future of agentic banking.* Command lets you kick off AI agents to do work, while staying in full control, all with human support integrated.
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