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S
the part that makes me suspicious is this:
Nov 2, 2025
S
Why does everything Moor publishes read like it was written by the subject company's marketing group?
Nov 2, 2025
S
Vietnam is another communist country with deep rooted dictatorship and having no intention whatsoever moving to elections and democracy...
Nov 2, 2025
D
It's so interesting.
>But here's what most people don't understand about failure at this scale: it teaches you things success never...
Nov 2, 2025
An Intel Xeon 6+ server chip, code-named Clearwater Forest (Credit: Anshel Sag)
There’s been no shortage of talk about Intel’s...
Nov 2, 2025
I think to realize Substrate's goal (which by the way seems to encompass ASML and TSMC's market reach), you need at minimum:
1...
Nov 2, 2025
C
I think to realize Substrate's goal (which by the way seems to encompass ASML and TSMC's market reach), you need at minimum:
1...
Nov 2, 2025
Another Substrate investor, General Catalyst, explained why they invested in Substrate:
Source...
Nov 2, 2025
It seems that Substrate's business model is a combination of ASML+Applied Materials+ TSMC+Intel+...
It's both revolutionary and sketchy.
Nov 2, 2025
the part that makes me suspicious is this:
Nov 2, 2025
Another Substrate investor, General Catalyst, explained why they invested in Substrate:
Source...
Nov 2, 2025
The Substrate story is becoming even more interesting. Below is an article from one of the Substrate's investors, a venture capital firm...
Nov 2, 2025
Soon, they will have to hire more lawyers than technologists.
Nov 2, 2025
Another Substrate investor, General Catalyst, explained why they invested in Substrate:
Source...
Nov 2, 2025
O
https://www.eutechfuture.com/tech-thought-leaders/dylan-patel-and-semianalysis-decoding-the-semiconductor-revolution/
He got his...
Nov 2, 2025
Haha.
the part that makes me suspicious is this:
Like.
Vietnam is another communist country with deep rooted dictatorship and having no intention whatsoever moving to elections and democracy...
Daniel Nenni posted the thread ANALYST INSIGHT: Why Intel Foundry Matters More Than You Think in SemiWiki Main Forum ( Ask the Experts! ).An Intel Xeon 6+ server chip, code-named Clearwater Forest (Credit: Anshel Sag) There’s been no shortage of talk about Intel’s...
Xebec reacted to hist78's post in the thread I think Substrate is a $1 Billion Fraud: Part 1 with
hist78 replied to the thread I think Substrate is a $1 Billion Fraud: Part 1.Another Substrate investor, General Catalyst, explained why they invested in Substrate: Source...