HeyJaredNutty
A Silicon Valley circuit designer maps the power, optics, silicon, and infrastructure bottlenecks behind AI.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 22, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 11, 2026
Latest issues
Optical Switches for AI: Competition Beyond Mirrors (opens the original)
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Industry and technology analysis, not investment advice · The author may hold positions in the securities mentioned<img alt="" class="sizing-normal" height="497" src="https://substackcdn.com/image/fetch/$s_!OEfo!,w_1456,c_limit,f
An Investor's Handbook IV - AI Inference (2) (opens the original)
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This is an analysis of industry and technology structure, not investment advice. The author may hold positions in securities mentioned.<img alt="" class="sizing-normal" height="555" src="https://substackcdn.com/image/fetch/$s_!WlIg!,w
The Advanced Packaging Primer (opens the original)
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<img alt="" class="sizing-normal" height="766" src="https://substackcdn.com/image/fetch/$s_!sKkm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F36b71d69-9cdd-4bf7-bcde-f94d342a5842_1900x1000.pn
An Investor's Handbook IV - AI Inference (1) (opens the original)
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This is an analysis of industry and technology structure, not investment advice. The author may hold positions in securities mentioned.<img alt="" class="sizing-normal" height="882" src="https://substackcdn.com/image/fetch/$s_!Cuq3!
SerDes Part 3: The Companies Making Money Beside the Speed Race (opens the original)
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Industry and technology structure analysis, not investment advice · The author may hold positions in the securities mentionedThis is the final installment of the SerDes series. I recommend reading Part 1: The Technology You Should Know Before CPO and Part 2: The Bigger Picture Behind the Copper–Optics War first.<a class="image-link image2 is-viewable-img" href="https://su
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