BEP Research
Ben PouladianAI 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 | 56 | Subscribers | Read | bepresearch.substack.com |
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Authors
The writers behind this newsletter.
Investor and electrical engineer (UC San Diego, silicon photonics). Founded and exited a national tech company. Writing the Memory Wars thesis — GPUs, HBM, optical interconnects, LLM inference, AI software, and humanoid robotics as one system.
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