AI infrastructure research for serious investors — semiconductors, optical interconnects, software, and systems-level thinking on the plays that matter before Wall Street catches on.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 84 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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bepresearch.substack.comLatest Issues
The Next Inflection Is the Lab
In drug discovery, the moat is the measurement, not the model.
On August 5, Jeff Dean left Google after twenty-seven years. He didn’t leave to build another model. He left to co-found Discovery Loop, a public-benefit corporation whose stat...
All Roads and Rockets Lead to NVIDIA
Tokens per second is this decade’s frames per second, and the metric is the moat.
Four Physics Bets, One Constraint
Bloom Just Had Its Best Quarter Ever. The Doubters Are Even Louder. I’m Adding.
Bloom (BE): what the record Q2 print settles, what the call added, and where my targets stand.
You got the headline numbers in the chat during the call. Here is the rest, shorter and blunter than the public post. And my read up front: I kn...
AMD Showed a 15% Lead. Its Own Slide Showed Why It May Not Last.
Gorgon Halo, in hand, Moscone exhibit floor, July 23.
The Lead That Narrows
Lisa Su put up a chart at Moscone on Wednesday titled “AMD Helios Delivers Industry Leading Rack Scale Performance.” Throughput on the y-axis, interactivity on...
NVIDIA Vera: When CPU Latency Becomes GPU Economics
NVIDIA named AMD’s flagship as the yardstick — and quantified the chiplet tax.
“Chiplet architectures are really becoming the legacy CPU architecture... chiplets levy a heavy tax on memory bandwidth and data movement.”
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Authors
The writers behind this newsletter.
System-level analysis on AI infrastructure. Hardware, software, and models — first principles, before the consensus. Read by hedge funds, asset managers, and the engineers building the stack. NVDA holder since 2016.
Semiconductor, AI Infra, DRAM/SSD | PhD in Computer Engineering
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