New video up! 📺 Breaking down OpenAI’s scaling laws—pre-training, RL, and inference—and their impact on compute demand. Plus, DeepSeek’s openness fuels reasoning model adoption. What happens when reasoning moves to the edge? Watch here: 🎥👇

RT @theaustinlyons: This video unpacks my recent @chipstrat article exploring the impact of reasoning models. We look at @OpenAI's three sc…

Inference-time scaling is AI’s newest demand vector. More reasoning per query means more compute per query. DeepSeek’s open approach opens the door to competition, while its distilled models bring reasoning to the edge. Where does this all lead?

RT @creativestrat: We are delighted to announce @theaustinlyons is joining Creative Strategies, Inc!

Cloud CPUs stand to benefit from AI agents, but adoption challenges will temper the pace. Read more:

Apple’s decision to prioritize on-device AI makes sense. The real opportunity, however, is giving developers the tools to build. More here:

Apple is the best company to bring about mass adoption of AI-enabled experiences — should they rise to the occasion. Let’s study why Apple can win, what hurdles they must overcome, and possible next steps.

($) CPU Server Growth, Enterprise AI Agent Adoption Challenges: Agents are set to boost CPU server demand as they take on traditional workloads. But profitable enterprise adoption is far off.

Jared O’Leary shares how he turned his @UCBerkeley PhD research into SirenOpt, enabling inline, non-destructive metrology. He discusses @SkyDeck_Cal’s impact, advice for PhD founders, physics-informed AI, and more.

Gordon Moore foresaw not just more transistors, but cheaper ones too.

@Hottie_Baker_ Agree that TSMC threads the pricing needle well over the past many years. Yet they’ve also had threat of competition. Right now 18A is still standing. Should 18A fall by the wayside and Intel exit the foundry biz, TSMC has green light to raise prices

@OS3285424257228 @Hottie_Baker_ ASML has very few customers, so they have pricing power than TSMC.

I added an audio transcription to this post, read by my AI alter ego, Boston Lyons. 😂

The Power of Nvidia's Systems Thinking Approach

@BenBajarin @RihardJarc @AlphaSenseInc 👀

Cc @benthompson @BenBajarin

RT @ratwave: Intel Foundry should be taken private, with government loans, to increase the chance the U.S. has a domestic leading-edge foun…