Semicon Alpha
William Martin KeatingSemiconductor Opinions, Analysis, Predictions
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 661 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | |||||
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semiconalpha.substack.comLatest Issues
Zhipu & MiniMax. Six Months Into Their HK Listings, China's AI Tiger Cubs Are Yin & Yang
Back in January 2026, two Chinese AI startups IPO’d on the Hang Seng, the first such Chinese generative AI companies to do so.
Back in January 2026, two Chinese AI startups IPO’d on the Hang Seng, the first such Chinese generative AI compa...
Sergey Brin On Model Convergence, Prompt Engineering & Transformer Evolution
There’s a very special kind of house in California called AGI House.
There’s a very special kind of house in California called AGI House.
Palantir CEO Alex Karp Declares War On Anthropic, OpenAI
On June 29, Palantir and NVIDIA announced a partnership to “bring secure AI” to US Agencies (one assumes of the government variety) leveraging Nemotron, the latter’s open source LLM offering.
On June 29, Palantir and NVIDIA announced a par...
Figma Analyst Day. No Mention Of The Claude Design Debacle.
I’ve written a couple of times about Figma over the course of the past month beginning with a general introduction to the company and then following up with a report about the sudden “resignation” of board member Mr.
I’ve written a couple...
From Token Maxxing To Token Rationing In Just Three Months. What's Going On?
Just a little over three months ago, we wrote about a newly emerging phenomenon dubbed Token Maxxing:
Just a little over three months ago, we wrote about a newly emerging phenomenon dubbed Token Maxxing:
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Please check out my bio on LinkedIn: www.linkedin.com/in/keatingliam
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