TENTANG EPISODE INI
Jordan (@JordanNanos) and Abhilash (@AbhilashJain17) discuss the clients SemiAnalysis consulting serves, custom projects like the inference simulator, how client work turns into research products, neocloud due diligence, and why SLAs decide who gets funded. They also discuss Feynman specs, de-specced memory, and a 20-trillion-parameter OpenAI model.
0:00 Intro and Overview
2:27 Client Types
5:24 Custom Projects
9:47 Strategy Work
12:27 Consulting to Products
14:33 Neocloud Due Diligence
18:40 SLAs and Insurance
22:32 Risk Assessments
26:45 Build vs Buy
29:19 Favorites and Outlook
Inggris
Amerika Serikat
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CARI EPISODE TERDAHULU
Cari episode sebelumnya dari SemiAnalysis Weekly.
EPISODE LAIN DALAM PODCAST INI
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Full article: https://newsletter.semianalysis.com/p/most-neoclouds-suck-at-security
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Sanggahan: Podcast dan karya seni yang disematkan pada halaman ini berasal dari Jordan Nanos, Doug O'Laughlin, yang merupakan milik pemiliknya dan tidak berafiliasi atau didukung oleh Listen Notes, Inc.
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