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AI With No Decode (Jev), and What It Means for AI Infrastructure
Jev from TypeSafe answers in one pass instead of writing text token by token. Why LLMs are hard to use inside software, how Jev fixes it, and what a…
Sep 26
•
Austin Lyons
12
🎙️The Race to Build the Next Trillion-Dollar AI Chip Company
TechSurge: Deep Tech VC Podcast
Sep 17
•
Austin Lyons
13
2
A Billion Agents Need Somewhere to Run
Grok Bot, Meta Muse, and what consumer adoption means for CPUs, accelerators, memory, and advanced packaging.
Sep 11
•
Austin Lyons
21
3
Oligopoly Equilibrium
Why most semiconductor markets settle at two to three players
Sep 8
•
Austin Lyons
21
August 2026
Open Models & American Diffusion; Nvidia & Poolside
America needs agentic AI to diffuse. Diffusion needs competitive frontier open models.
Aug 28
•
Austin Lyons
22
6
NPO State of the Union
When NPO? Who NPO? Where NPO? Why NPO? Winners, losers, and more.
Aug 21
•
Austin Lyons
19
Build Your Own DRAM Supply Model
Wafer starts, die size, yield, HBM mix, node migration impacts, etc. Simple enough to follow, but detailed enough to learn from.
Aug 14
•
Austin Lyons
23
3
AMD on Agentic CPUs, and Why There's No One Size Fits All
Madhu Rangarajan, Corporate VP at AMD, on why there's no one-size-fits-all for agentic infrastructure, and why the workloads under the "agentic rack…
Aug 12
•
Austin Lyons
22
41:58
The Hardest Computing Problem Ever, According to Arm's Physical AI Chief
Arm's Physical AI chief on why humanoid robots are the hardest computing problem yet, and why the physical economy still runs on a tenth of the digital…
Aug 10
•
Austin Lyons
27
1
42:56
Why Did AMD Buy Taalas?
Does it move AMD stock? Speculation. Helios plus Taalas cluster, what about long-context, who uses it, and why buying a one-model chip is less crazy…
Aug 7
•
Austin Lyons
29
1
July 2026
Will ASML Finally Charge for Its Value?
Management hints ASML starts charging for value in 2027. Consensus says it won't.
Jul 31
•
Austin Lyons
20
2
TSMC could spend $10B more on N2 capacity. Why won’t they?
TSMC has the cash... Why not build more N2? Implications of not doing so? And more
Jul 24
•
Austin Lyons
22
3
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