The unbundling of Okta: are startups chipping away at Okta? Ross Haleliuk · Venture in Security ·Sep 4, 2025 · 20 min read · AI & Tech
Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion Dylan Patel · SemiAnalysis ·Sep 3, 2025 · 12 min read · AI & Tech
Can Zohran Make NYC a Union Town Again? Eric Blanc · Labor Politics ·Sep 2, 2025 · 25 min read · Political Strategy
Israel And The West Set The Stage For Next Round Of Warfare On Iran Various · Stark Realities ·Sep 1, 2025 · 11 min read · Foreign Policy
Is AI Slop Killing the Internet? Patrick Boyle · Patrick Boyle ·Aug 31, 2025 · 18 min read · AI & Tech
My best frameworks for product marketing, content marketing, and growth marketing Emily Kramer · ·Aug 26, 2025 · 33 min read
The real dilemmas of cybersecurity startup ideation, discovery, and validation Ross Haleliuk · Venture in Security ·Aug 26, 2025 · 16 min read · AI & Tech
A call to merge the climate and immigration movements Emily Atkin · HEATED ·Aug 21, 2025 · 10 min read · Science
H100 vs GB200 NVL72 Training Benchmarks - Power, TCO, and Reliability Analysis, Software Improvement Over Time Dylan Patel · SemiAnalysis ·Aug 19, 2025 · 17 min read · AI & Tech
GDP Will Reflect “AI”, But How Focused Should We Be On It? Various · Nominal News ·Aug 18, 2025 · 11 min read · AI & Tech
GPT-5 Set the Stage for Ad Monetization and the SuperApp Dylan Patel · SemiAnalysis ·Aug 12, 2025 · 13 min read · AI & Tech
Scaling the Memory Wall: The Rise and Roadmap of HBM Dylan Patel · SemiAnalysis ·Aug 11, 2025 · 23 min read · AI & Tech
6 reasons why tariffs are a terrible way to raise revenue Brian Albrecht · Economic Forces ·Aug 7, 2025 · 14 min read
The only job that AI won't replace is venture capitalist, says Marc Andreessen, a venture capitalist Egor Kotkin · ·Aug 2, 2025 · 14 min read · AI & Tech
Where does the climate movement go from here? Emily Atkin · HEATED ·Jul 31, 2025 · 17 min read · Science
Nvidia's Climb to $4T and the Peaks Ahead Various · Chipstrat ·Jul 22, 2025 · 13 min read · AI & Tech
Intel 18A Details & Cost, Future of DRAM 4F2 vs 3D, Backside Power Adoption (or Not), China's FlipFET, Digital Twins from Atoms to Fabs, and More Dylan Patel · SemiAnalysis ·Jul 21, 2025 · 16 min read · AI & Tech
He helped Microsoft build AI to help the climate. Then Microsoft sold it to Big Oil. Emily Atkin · HEATED ·Jul 17, 2025 · 12 min read · AI & Tech
Jim Hewitt and Nidhi Sachdeva: Reframing teaching as a science-based profession Robert Pondiscio · The Next 30 Years ·Jul 16, 2025 · 11 min read · Science
Meta Superintelligence - Leadership Compute, Talent, and Data Dylan Patel · SemiAnalysis ·Jul 11, 2025 · 15 min read · AI & Tech
The MKT1 B2B marketing tools survey + my future predictions Emily Kramer · ·Jul 1, 2025 · 20 min read
