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From the Semianalysis article How to Kill 2 Monopolies with 1 Tool:
There are four authors listed: Dylan Patel, Jeff Koch, Gerald Wong...
Nov 3, 2025
F
The Substrate story is becoming even more interesting. Below is an article from one of the Substrate's investors, a venture capital firm...
Nov 3, 2025
L
It beggers belief that people this naive are left in charge of millions of venture capital funds
Nov 3, 2025
C
I'd contend that Intel knows a thing or two about failure.
Kidding aside there is a massive target on the back of ASML right now, and...
Nov 3, 2025
Y
That era of industrialization tore people from the lands and piled them into cities where a shared working class identity could coalesce...
Nov 3, 2025
I like it too, after all it’s not my money. Those investors are essentially funding my wonderful learning experience. 😄
Nov 3, 2025
Unfortunately, this type of situation is surprisingly common...
Nov 3, 2025
From the Semianalysis article How to Kill 2 Monopolies with 1 Tool:
There are four authors listed: Dylan Patel, Jeff Koch, Gerald Wong...
Nov 3, 2025
C
From what I remember, Intel has been doing a lot of packaging & Test in Vietnam for 20-25 years.
Nov 2, 2025
F
From the Semianalysis article How to Kill 2 Monopolies with 1 Tool:
There are four authors listed: Dylan Patel, Jeff Koch, Gerald Wong...
Nov 2, 2025
F
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
I like it too, after all it’s not my money. Those investors are essentially funding my wonderful learning experience. 😄
Nov 2, 2025
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
From the Semianalysis article How to Kill 2 Monopolies with 1 Tool:
There are four authors listed: Dylan Patel, Jeff Koch, Gerald Wong...
Nov 2, 2025
S
Dylan may have a good team now but he was alone for the first few years and he was selling snake oil (my opinion). We worked with him a...
Nov 2, 2025
Daniel Nenni reacted to hist78's post in the thread I think Substrate is a $1 Billion Fraud: Part 1 with
Like.
From the Semianalysis article How to Kill 2 Monopolies with 1 Tool: There are four authors listed: Dylan Patel, Jeff Koch, Gerald Wong...
Haha.
The Substrate story is becoming even more interesting. Below is an article from one of the Substrate's investors, a venture capital firm...
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.I like it too, after all it’s not my money. Those investors are essentially funding my wonderful learning experience. 😄