Given all that’s happened in the year since this first aired (March 2023), replaying this for everyone to understand what is happening within the Semiconductor space, the different players, why Nvidia is set up to dominate (Doug predicted this well before that 1st epic quarter), and much more. Since this episode aired, Nvidia is up 2.6x!

Doug O’Laughlin is the Founder of Fabricated Knowledge, one of the largest technology newsletters on Substack, covering the semiconductor industry. Many may know Doug from his anonymous Twitter. He joins us today to dive deep into the semiconductor industry. Doug takes an immensely complex industry in semis and distills everything down into digestible analogies regarding semiconductor manufacturing and the actual chips themselves. Doug specifically addresses how certain semi industry areas have significant moats, how the rise of LLMs is all linked to more chips being used, what public companies are well-positioned for the future of semis. Simply put, this is the best explainer I’ve ever heard or read about the semiconductor industry to understand what’s powering all the applications and devices we use daily under the hood.

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