HeyJaredChipstrat
Semiconductors, AI, and business strategy. Read by tech leaders and investors. Sits between SemiAnalysis and Stratechery.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 26, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 24, 2026
Latest issues
AI With No Decode (Jev), and What It Means for AI Infrastructure (opens the original)
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LLMs are amazing at writing software. Deterministic software. But actually using LLMs within software.. well, that still sucks.Which is too bad, because LLMs are great at making sense of unstructured data. They can make judgment calls like “read this customer complaint and figure out what to do about it.” That use case is so freaking valuable. Just ask Sierra, with its $15B valuation and long list of well-known customers.Why do LLM calls embedded within deterministic software suck? It’s not just
🎙️The Race to Build the Next Trillion-Dollar AI Chip Company (opens the original)
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I recently joined David Goldman, a partner at Celesta Capital, on the TechSurge podcast to talk about the race to build the next trillion-dollar AI chip company. We debated things like: What if you could get 10x more tokens, at a fixed interactivity, for a particular model, out of your megawatts than you could buying something off the shelf? It was a great conversation; here’s the video and transcript.Highly recommend reading / listening / AI’ing.This transc
A Billion Agents Need Somewhere to Run (opens the original)
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It finally seems like the average consumer can adopt agentic AI. Reasoning models were the first milestone, harnesses like Claude Code came next, and personal agents like OpenClaw unlocked useful work beyond just coding. Of course, running your own agent still required a willingness to tinker and spend money. Go buy a Mac Mini! Spend $200/mo on Claude Code!My hypothesis is that we’re on the verge of agentic AI crossing the chasm from early adopters to the early majority because product companies
Oligopoly Equilibrium (opens the original)
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Why do most semiconductor markets have ~3 main companies? … give or take, depending on the market. For example:EDA: Synopsys, Cadence, SiemensMemory: Samsung, SK Hynix, MicronLeading-edge foundry: TSMC, Samsung, IntelGPU: Nvidia, AMDCPU: Intel, AMD, ArmAECs: Credo, Marvell, AsteraScale-up interconnect: NVLink, UALink, ESUNLitho: ASML alone at EUV, only ASML and Niko
Open Models & American Diffusion; Nvidia & Poolside (opens the original)
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Nvidia is paying $6 billion for Poolside, a model lab. From the WSJ’s Nvidia Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese AINvidia is planning to use a $6 billion deal it struck this week to build one of the world’s most powerful open-weight AI models, one that would compete with Chinese heavyweights like DeepSeek and Kimi K3, according to people familiar with the matter.The chip giant’s licensing deal with the AI startup Poolside is also set
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