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Comment by automatic6131 | Hacker News Reader

Semianalysis is an AI hype organisation, not a serious, unbiased semiconductor reviewer/journalist like chipsandcheese nor a documentarian of the semiconductor industry like Asianonmetry (as it relates so strongly to the modern economies of Asia). If you see something from semianalysis, you can simply ignore it.

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Semianalysis seem to have useful information but increasingly crazy extrapolations of trends and future predictions.

It's helpful to realize that Dylan (Semianalysis), Dwarkesh, Aschebrenner (the Situational Awareness guy) and Sholto Douglas (Anthropic) all share a house in SF, so what you are getting from any of them is the SF AI scene view of the world, which is interesting to know, but probably not the best predictor of how things are going to pan out.

I tend to agree, but the Semianalysis + Dwarkesh side of reporting still does surface interesting information. You just have to take it all with a grain of salt, as indeed it is more hype focused, and look for real information hidden in the noise. And possibly to be a bit more entertained as you do so.

I suppose access journalism does have to get something out of the bargain, however small it's not zero. If that's the way you like to spend idle time, well it takes all kinds. I don't understand competitive scrabble either.

The trouble is the article is so poorly written I don't want to look for hidden information, i want to close out. I'm guessing ai wrote it, the information is constantly repeating, and not even always consistently

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