Chrishaslam
5K posts
@Chrishaslam
Freelance Journalist - tech, audio, lifestyle, health and interiors, not always in that order. contributing editor for WIRED UK. Out of date website = busy
Music has a way of bringing people together—across cultures, borders, and generations. 🎶
Wonderful to see the best value British-made amplifier (& CD player) on the market recognised by the experts at @T3dotcom this month, in its 'Best of British Gadgets' feature. Special thanks to @Chrishaslam😍 ✨ British made ✨ Outstanding 5-year warranty ✨ Available at Amazon UK and @PeterTysonAV
This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The economics of AI compute - Why Blackwell's delay mattered - The bear case on the AI capex buildout - Data centers in space - The mistake SaaS companies are making Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story, which I had never heard before. Enjoy! Timestamps: 0:00 Intro 5:03 The Blackwell Transition 23:15 The Prisoner's Dilemma 27:12 The Bear Case: Edge AI 37:19 Meta, Open Source, and Model Depreciation 43:08 Geopolitics and Rare Earths 50:42 Data Centers in Space 56:06 Power Constraints as a Governor 1:11:31 The SaaS Mistake 1:16:17 Nuclear and Quantum 1:22:25 Gavin’s Investing Origins
