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Semi analysis is great, they typically do semiconductors but reporting is top notch.

Wow, that was a good article. So much detail from financial to optical linking to build various data flow topologies. Makes me less aghast at the $10M salaries for the masters of these techniques.

This article about them got published just yesterday... https://news.ycombinator.com/item?id=46124883

There's a lot of misleading information in what they publish, plagiarism, and I believe some information that wouldn't be possible to get without breaking NDAs

> I believe some information that wouldn't be possible to get without breaking NDAs

…why would I care about this in the slightest?

Dylan Patel founded Semianalysis and he has a great interview with Satya Nadella on Dwarkesh Patel's podcast.

Semianalysis is great, def recommend following