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Fabricated Knowledge

Doug OLaughlin, Doug O'Laughlin, Michelle Shen, Akash Patel
Thousands of paid subscribers

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues286Founded7 years agoLast Issue24 days ago
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Latest Issues

IN-DEPTH: What Unitree's Evolution Means For Robotics

Robots and humanoids have long been a discussion in cinema, tech, and company keynotes. Many fortune 500 companies have already been developing in robotics over the years, in forms of assembly and consumer products such as drones and roboti...

24 days ago
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Nvidia should buyback stock

A quick take into earnings

2 months ago
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Engels' Pause and the Permanent Underclass

Mythos to me is yet another game changer. It is interesting to see that the naysayers of bubble talk have started to abate, while general optimism (and paranoia) about model improvement continues.

Mythos is actually some kind of step chan...

3 months ago
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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...

5 months ago
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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.

6 months ago
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Authors

The writers behind this newsletter.

  • Doug OLaughlin

    I write about semiconductors!

  • Doug O'Laughlin

    Writing about what I like right now - aka Semiconductors.

  • Michelle Shen
  • Akash Patel

    i love art

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