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Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
www.fabricatedknowledge.com
www.fabricatedknowledge.com
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every 139 days
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45 minutes
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미국
에피소드 8 개
2023년 2월 14일부터
episodic
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Another conversation about KV Cache!
Doug: Welcome back to the Fabricated Knowledge podcast. I have Val from WEKA once again, and we are here to talk about memory. I think from last time to now, it was actually a pretty complete podcast. We were rambling a little bit about KV cache, NAND offloadin…
이전 에피소드 🔗
This transcript is lightly edited for readability. This is not paid, just an educational conversation. For deeper analysis, refer to the SemiAnalysis Networking model, “The New Networks” or Multi-Datacenter Training for more in-depth analysis.
Doug: Thank you, Will, for being here. We’re going to …
This transcript is lightly edited for readability.
Doug: Welcome to Fabricated Knowledge. This is a podcast edition today, and I have the special honor of having Val Bercovici from Weka. And today, we wanted to specifically highlight an important trend I think everyone should be paying attention t…
Think of this as a companion piece to my recent piece on Crypto Datacenter NAV. I walked through the in-depth changes happening at $APLD in particular.
The transcript is edited lightly for increased readability.
Doug O’Laughlin: Today, on Fabricated Knowledge, I have the privilege of having Wes …
I had the opportunity to talk about the CHIPS Act’s progress with two people at the program office. I really think this is a great step in the right direction, and we talk about some of the misconceptions of the CHIPS program, and more.
Doug O’Laughlin: Well, today will be a pretty special intervi…
This week, Rajesh Vashist of SiTime came to talk about SiTime’s new product launch, Epoch. Rajesh has been on the newsletter/podcast before, and I loved our last interview. I hope you enjoy this interview as well.
Doug O’Laughlin: Hey, Rajesh. It's nice to have you back on the newsletter. It's be…
Today’s post will be an interview with Tony Pialis, founder and CEO of Alphawave. Alphawave recently got the all-clear from their KPMG auditor, and shares have been unsuspended. This interview is lightly edited for readability. I have some thoughts at the end as well.
Doug O’Laughlin: Hey Tony, th…
Today’s newsletter is an interview with Rajesh Vashist, CEO of SiTime. I’ve written a bit on SiTime, first an overview of the timing market and a piece on SiTime specifically. Today I got Rajesh to talk about SiTime’s history and opportunity. This interview is lightly edited for readability, but th…
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