Every post of theirs in the library
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SemiAnalysis
Writes about AI, Growth and Lessons. 63% of posts open with an observation. A typical post reaches 637 likes.
- Posts
- 8
- Likes
- 5.1K
- Typical
- 637
- Best
- 1.6K
What they write about
How they open
Every post of theirs in the library
| Post | Topic | Likes | Replies | Reposts | Score | Posted | Actions |
|---|---|---|---|---|---|---|---|
| @SemiAnalysis_SpaceX 10GW in 2027 – Why It’s Real, Will Drive $500B ARR for SpaceX, and Why Microsoft Wi… | AI | 1.6K | 94 | — | 53 | ||
| @SemiAnalysis_The Future of Meta Superintelligence: A 1 Year Progress Update A top tier RL environment s… | Founder | 912 | 24 | — | 44 | ||
| @SemiAnalysis_Gemini is Cooked but GCP is Cooking GCP YoY rev growth >100%, DeepMind's long term failure… | Growth | 812 | 48 | — | 47 | ||
| @SemiAnalysis_But ALL traffic was served on Chinese chips, attaining hardware efficiency and per-token c… | AI | 785 | 13 | — | 46 | ||
| @SemiAnalysis_Huawei AI CloudMatrix 384 China’s Answer to Nvidia GB200 NVL72 China Abundance of Power, 1… | AI | 489 | 14 | — | 35 | ||
| @SemiAnalysis_Meta’s Infrastructure Team Needs A Culture Reset Meta Infrastructure has become bloated, w… | Hiring | 216 | 20 | — | 33 | ||
| @SemiAnalysis_Tariff Armageddon? GPU Loopholes Mexico Supply Chain Shift Wafer Fab Equipment Optical Mod… | Materials | 194 | 3 | — | 28 | ||
| @SemiAnalysis_AI Dark Output: The Visible Cost of Invisible Output Why AI's increasing output is going t… | AI | 152 | 9 | — | 29 |