Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 283 | Founded | 6 years ago | Last Issue | 3 months ago |
| Active | |||||
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fabricatedknowledge.comLatest Issues
Another Conversation with Val Bercovici Memory Markets
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 po...
The Death of Software 2.0 (A Better Analogy!)
The age of PDF is over. The time of markdown has begun. Why Memory Hierarchies are the best analogy for how software must change. And why Software it's unlikely to command the most value.
2026 AI & Semiconductor Outlook
A wee bit late, and a bit different this year.
Lessons from History: The Great Railroad Buildout
History doesn't rhyme, it just repeats itself with increasingly strained analogies
Market Volatility: Some Thoughts
The long overdue correction is here. I think it's a bit more technical than you previously thought.
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Authors
The writers behind this newsletter.
I write about semiconductors!
Writing about what I like right now - aka Semiconductors.
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