Fabricated Knowledge
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Articles
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1 week ago |
fabricatedknowledge.com | Doug O'Laughlin
I wrote about the three-headed hydra of Nvidia a year or two ago. Hardware, CUDA, and networking. At the time, the entire investment community’s focus was on the unbeatable CUDA moat, and I explained that Networking, too, was underrated. Two years later, and it’s clear that Networking is a first-class citizen in the Nvidia ecosystem.
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2 weeks ago |
fabricatedknowledge.com | Doug O'Laughlin
Good morning. I read this tweet by Angelica on X last week, and it struck me in the context of Huawei. China’s technology industry has long followed a brutal pattern: when local competitors enter a new sector, they often decimate profit margins. The most striking example is solar panels. Once Chinese firms mastered panel production, they flooded the market with ultra-cheap supply, crushing global margins and wiping out competitors. This race to zero has repeated itself across sectors.
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1 month ago |
fabricatedknowledge.com | Doug O'Laughlin
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1 month ago |
fabricatedknowledge.com | Doug O'Laughlin
Before it was here, it was on Core Research at SemiAnalysis. The best and brightest in semiconductor research work at SemiAnalysis - reach out if you’re interested. Last week, I read an excellent piece on “The Beer Game,” a supply chain game that discusses complex system dynamics. The game is pretty simple; four players do not communicate with each other and only exchange orders with their upstream partners and downstream partners.
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1 month ago |
fabricatedknowledge.com | Doug O'Laughlin
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