Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 165 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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newsletter.chipstrat.comLatest Issues
🎙️ The Compute 100: Startups vs. Incumbents in Semis, Intel Foundry, Physical AI, and more
I joined my friends Brian Schechter and Gaby Lorenzi, investors at Primary, on The Compute 100 podcast. It was a great chat and I wanted to share it with you. You can also watch it on X:
Things we cover:
- Why the CUDA moat shrank once...
Is EDA Dead?
GPT-Synopsys and whether model labs can replace EDA tools
Synopsys had a lot to say about the future of AI and EDA at last week’s Investor Day in NYC. And I have a lot of thoughts on it myself after attending!
AI With No Decode (Jev), and What It Means for AI Infrastructure
Jev from TypeSafe answers in one pass instead of writing text token by token. Why LLMs are hard to use inside software, how Jev fixes it, and what a model with no decode phase means for AI Infra
LLMs are amazing at writing software. Determ...
🎙️The Race to Build the Next Trillion-Dollar AI Chip Company
I recently joined David Goldman, a partner at Celesta Capital, on the TechSurge podcast to talk about the race to build the next trillion-dollar AI chip company.
We debated things like:
What if you could get 10x more tokens, at a fixe...
A Billion Agents Need Somewhere to Run
Grok Bot, Meta Muse, and what consumer adoption means for CPUs, accelerators, memory, and advanced packaging.
It finally seems like the average consumer can adopt agentic AI. Reasoning models were the first milestone, harnesses like Claude...
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Chipstrat, Creative Strategies, Semi Doped. MSEE + MBA.
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