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← By the end of this decade the ceiling on AI compute is set by ASML,…
17 connected korrents · 16 moments on record from 29 Jun 2023 to 25 Aug 2026.
Everything filed under semiconductors
semiconductors
Everything filed under infrastructure
infrastructure
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Japan
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Apple Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: By the end of this decade the ceiling on AI compute is set by ASML, the lowest rung of the supply chain, and not by anything above it. By the end of this decade the ceiling on AI compute is set by ASML, the lowest rung of the supply chain, and not by anything above it. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. — tap to centre the map on it A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. — tap to centre the map on it A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. Last stated 5 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. — tap to centre the map on it A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: A semiconductor fab is mostly its tools; the building around them is the cheap part. — tap to centre the map on it A semiconductor fab is mostly its tools; the building around them is the cheap part. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it. — tap to centre the map on it AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: An outside expert's understanding of somebody else's problem is bounded, because they do not have to live with the design after they leave. — tap to centre the map on it An outside expert's understanding of somebody else's problem is bounded, because they do not have to live with the design after they leave. Last stated 2 months ago
1 Jul 2026
KB
Kent Beck — holds since 2026-07-01 — tap for who they are
Same subject: Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own, more specialised, AI chip. — tap to centre the map on it Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own, more specialised, AI chip. Last stated 3 years ago
29 Jun 2023
GH
George Hotz — holds since 2023-06-29 — tap for who they are
Same subject: ASML has never raised the price of a tool by more than it raised the tool's capability, which makes it the most generous monopoly in the industry. — tap to centre the map on it ASML has never raised the price of a tool by more than it raised the tool's capability, which makes it the most generous monopoly in the industry. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid. — tap to centre the map on it American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid. Last stated 3 years ago
3 Jan 2024
AV
Austin Vernon — holds since 2024-01-03 — tap for who they are
Same subject: Commercial shipbuilding keeps moving to whichever country has the cheapest labour, and America has never been that country. — tap to centre the map on it Commercial shipbuilding keeps moving to whichever country has the cheapest labour, and America has never been that country. Last stated 2 years ago
5 Sept 2024
BP
Brian Potter — holds since 2024-09-05 — tap for who they are
Same subject: Factory-built construction has not raised productivity: the countries that prefabricate most, Sweden and Japan, have had flat construction productivity for decades. — tap to centre the map on it Factory-built construction has not raised productivity: the countries that prefabricate most, Sweden and Japan, have had flat construction productivity for decades. Last stated 9 months ago
11 Dec 2025
BP
Brian Potter — holds since 2025-12-11 — tap for who they are
Same subject: A big switch to desktop Linux is coming, at least among developers, because there is enough dissatisfaction with both Apple and Microsoft. — tap to centre the map on it A big switch to desktop Linux is coming, at least among developers, because there is enough dissatisfaction with both Apple and Microsoft. Last stated a year ago
26 Jun 2025
DH
David Heinemeier Hansson — holds since 2025-06-26 — tap for who they are
Same subject: A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted. — tap to centre the map on it A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted. Last stated a year ago
7 Jun 2025
GM
Gary Marcus — holds since 2025-06-07 — tap for who they are
Same subject: An operating system should put its users on the same level as its maker: no two-tier system where the vendor makes the real thing and you patch around it. — tap to centre the map on it An operating system should put its users on the same level as its maker: no two-tier system where the vendor makes the real thing and you patch around it. Last stated 2 weeks ago
25 Aug 2026
DH
David Heinemeier Hansson — holds since 2026-08-25 — tap for who they are
Same subject: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly lowers the ceiling. — tap to centre the map on it A good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly lowers the ceiling. Last stated 12 months ago
18 Sept 2025
TL
Tobias Lütke — holds since 2025-09-18 — tap for who they are
Same subject: A startup's speed is set by boring internal infrastructure — purchasing, recruiting, spending — and that matters as much as understanding the technology itself. — tap to centre the map on it A startup's speed is set by boring internal infrastructure — purchasing, recruiting, spending — and that matters as much as understanding the technology itself. Last stated a month ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
At the centre
By the end of this decade the ceiling on AI compute is set by ASML, the lowest rung of the supply chain, and not by anything above it.
Holds DP Dylan PatelRead this korrent →
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Holds LT Lip-Bu Tan
A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud.
Holds JH Jensen Huang
A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock.
Holds BP Brian Potter
A semiconductor fab is mostly its tools; the building around them is the cheap part.
Holds BP Brian Potter
AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it.
Holds DP Dylan Patel
An outside expert's understanding of somebody else's problem is bounded, because they do not have to live with the design after they leave.
Holds KB Kent Beck
Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own, more specialised, AI chip.
Holds GH George Hotz
ASML has never raised the price of a tool by more than it raised the tool's capability, which makes it the most generous monopoly in the industry.
Holds DP Dylan Patel
American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid.
Holds AV Austin Vernon
Commercial shipbuilding keeps moving to whichever country has the cheapest labour, and America has never been that country.
Holds BP Brian Potter
Factory-built construction has not raised productivity: the countries that prefabricate most, Sweden and Japan, have had flat construction productivity for decades.
Holds BP Brian Potter
A big switch to desktop Linux is coming, at least among developers, because there is enough dissatisfaction with both Apple and Microsoft.
Holds
A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted.
Holds GM Gary Marcus
An operating system should put its users on the same level as its maker: no two-tier system where the vendor makes the real thing and you patch around it.
Holds
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds CS Chris Smaje
A good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly lowers the ceiling.
Holds
A startup's speed is set by boring internal infrastructure — purchasing, recruiting, spending — and that matters as much as understanding the technology itself.
Holds MH Max Hodak