Subscribe
Sign in
Home
About Austin
Paid Subscription
Interviews
Optics & Networking
GPUs, XPUs, CPUs
Foundry
Autonomy / Physical AI
Chiplets & Packaging
Edge AI & Devices
Big Tech & Cloud
Fundamentals
TV
Transcripts
Disclosure
Archive
Big Tech & Cloud
Latest
Top
Discussions
Rethinking Amazon + Not All SaaS Is Dead
AWS Shows a Survival Path for Enterprise Software
Apr 30
•
Austin Lyons
15
An Interview with Meta VP Matt Steiner About Ads Infrastructure
MTIA, co-designed NVIDIA SKUs, LLM-written kernels, a 1T-parameter recommender at sub-second, and more
Apr 20
•
Austin Lyons
14
2
Meta's MTIA Roadmap
Inference-centric design. ROIC is clear. Implications for the industry.
Mar 12
•
Austin Lyons
13
1
The $200 Billion Bet
Why Amazon has the hardest ROIC story in tech, and what to do about it
Feb 13
•
Austin Lyons
18
1
Meta’s ROIC Strategy: GEM Now, LLMs Later
Meta doesn't need the smartest AI. It needs the most profitable one.
Feb 10
•
Austin Lyons
14
The Four Horsemen: Google, Microsoft, Amazon, Meta Earnings
Wall Street favors quick cloud returns. But Meta’s betting on turning tokens into high-margin dollars. It’s a playbook it’s already run successfully and…
Nov 4, 2025
•
Austin Lyons
17
2
2
When Broadcom’s Customers Start Buying Chip Startups
How will these acquisitions impact Broadcom?
Oct 29, 2025
•
Austin Lyons
14
4
AWS Is Missing the AI Infra Moment
Amazon stock depends on AWS, but AWS is struggling with GPU shortages, power constraints, and slow growth
Aug 6, 2025
•
Austin Lyons
24
6
Why GenAI is Good for Google
Also: Google vs OpenAI, vs Meta, and risks
Jul 30, 2025
•
Austin Lyons
27
4
Enterprise AI: Nvidia, Dell, and Implications for AMD
Nvidia's vision, Dell's validation, AMD questions.
Jun 4, 2025
•
Austin Lyons
20
3
GenAI for Gaming, Netflix, CapEx
Could generative video impact CapEx spend?
Nov 7, 2024
•
Austin Lyons
3
1
Data Center Energy, National Security, Nuclear Power
OpenAI's Training and Inference Scaling Laws Call For More Nuclear Power
Oct 2, 2024
•
Austin Lyons
13
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts