Advanced Notes
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 23 | Founded | 7 months ago | Last Issue | 18 days ago |
| Active | |||||
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moshezalcberg.substack.comLatest Issues
Scale: Up, Out and Across!
1. The Wire That Everyone Agreed On
Last week’s AI Infra Summit in Santa Clara made this shift hard to miss just by walking the floor. The organizers built an entire parallel track, Data Movement, into the event’s structure, one of f...
Fast but Safe
1. Why We Must Pace the Frontier (and Why We Shouldn’t)
On September 12, Dario Amodei published a roughly 3,800-word essay called “We Must Pace the Frontier,” making an argument that the AI industry, his own company included, needs t...
“Made in Taiwan” or “Made with Taiwan”?
Editor’s note: I started drafting this piece before NVIDIA’s September 1 investment in MediaTek was announced. The news is incorporated below.
1. The Value-Chain on Stage
On September 2, SEMICON Taiwan 2026 closed its first full-day...
Hot Chips and Spiced-Up Jalapeño
1. A Very Hot Jalapeño
Jalapeño, OpenAI’s first custom silicon, was one of the highlights of this week’s Hot Chips conference at Stanford. Richard Ho, OpenAI’s head of hardware, walked the room through benchmark numbers that beat Nvi...
Europe's Second Chance
1. Catch this train!
Our last Advanced Note piece covered the arrival of quantum computing at DAC63, built around McKinsey’s Quantum Technology Monitor 2026. One line in that report didn’t get the attention it deserved. European compa...
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Authors
The writers behind this newsletter.
Moshe Zalcberg writes about semiconductors, AI, and strategy for executives and founders who need sharper frameworks — not more hype. Published every 1-2 weeks.
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