Nov | Monthly Read

Written by

Arjun Ram

Date published

🤖Daunting moats of the chip industry, fascinating stats

AI chip contenders face daunting ‘moats’ | annotated by AJ Ram

Before he was ousted and reinstated to the helm of the company, Altman had sought to raise as much as $100bn from investors in the Middle East and SoftBank founder Masayoshi Son to build a rival to compete with sector giants Nvidia and Taiwan Semiconductor Manufacturing Co.

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AI chip contenders face daunting ‘moats’ | annotated by AJ Ram

👴🏽The advantages of a full reset.

The Full Reset | annotated by AJ Ram

To understand the power of starting clean, you have to know the nuance of why the German military became as strong as it did in the 1930s. It starts at the end of World War I, when the defeated German army was stripped clean. Part of the Armistice that ended the war forced the dismantling of Germany’s military. This included virtually every weapon it owned. In the years after World War I the Allies undertook one of the largest industrial demolition campaigns in history. Six million rifles, 38 million projectiles, half a billion rounds of ammunition, 17 million grenades, 16,000 airplanes, 450 ships, and millions of tons of other war equipment was destroyed or stripped from Germany’s possession. But 20 years later, Germany had one of the largest and most sophisticated militaries in the world. It had the fastest tanks. The strongest air force. The most powerful artillery. The most sophisticated communication equipment, and the first missiles – all of which went on to inflict more suffering than the world had ever k...

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👴🏽 AMA with Fred Wilson, who has seen a few cycles in the industry

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