Tony Wang

I don't get enough credit for not stepping on my dog.

@EricNewcomer @vkhosla Taps sign 👇🏼

"I've never understood why rational people believe in God. It just makes no sense." @vkhosla

Vague posting going beyond ai research labs. There should be a thread of all time vague poasts.

Vaguepoasting by AI labs, in this case @OpenAI getting a little too vague 🤨

@m2jr @joshk Legends. Also, very sad that il fornaio is now gone. Home to many inspiring conversations.

Twenty years ago, @joshk and I were at Il Fornaio in Palo Alto talking about seed becoming a gigantic new thing. Was everyone missing it, or were we just crazy? Those days make me smile. Not for business reasons. But for the joy of time with him as a fun co-conspirator.

@stevehou @Noahpinion x.com/tonyw/status/2…

@Noahpinion I think you were very excited about this. Have you followed closely?

@jiahanjimliu @xiaochuan8688 You can’t just compare yield rates as they are often not apples to apples. Yield on process nodes will be higher than the advanced nodes, so you can pull numbers that show just the opposite if you wanted, depends on what you are picking.

Structural Problem why Semiconductor Shortage like Memory (SK, Samsung $MU) and Storage ($SNDK) will Persist @xiaochuan8688 is absolutely correct, you cannot get any good semiconductor hires. He details what’s happening when TSMC tries to build a fab in the U.S. Unfortunately, the pay for semiconductor fab engineer is lower compared to software engineer considering semiconductor fab is far more complex. I personally studied computer electrical engineering. Me and everyone with any hint of intelligence/work-ethic from my graduating class and all the graduation classes within 5 years before and after us took the software route. We all knew software paid 3x and was much easier. Brain drain to software means no one smart in the U.S. is in semiconductor fab. All the people with experience are literally retiring soon and don’t need to work hard. Subsidies are going to the wrong place. Semiconductor fab engineer salary is still much lower than SDE and far lower than AI. Where-ever the money is being spent, it ain’t solving the issue.

@jhong @Quan I think you are right. I was thinking about Fairchild.

@TonyW @Quan I thought it was where that grocery store on the corner was, for a long time. Near the new movie theater

There's a tour of the former Shockley Semiconductor Laboratory, "the birthplace of Silicon Valley" tonight. I bet most tech workers in SV don't even know where that is. (tell me without looking it up)

@Quan @jhong Ah I was thinking of this place (Fairchild and the first IC) and not Shockley I guess

@TonyW @jhong pretty close!

@jhong @Quan I was thinking San Antonio, middlefield/Charleston area a few blocks from the JCC?

@Quan San Antonio x Cal Ave where that grocery store used to be, right?

Has anyone noticed how expensive ice cream has become? At $10 per pint, that’s more expensive than copper and comes close to some strategic battery materials like lithium.

@eshear All day long 👇🏼

It’s an honor just to be nominated

Girlfriends to their friend who asks about who her ex is seeing:

Full interview here: youtu.be/1GTeCNcJoFU?si…

“Inference needs 1Mx more compute than traditional computing” -@nikolaborisof Co-Founder and CEO of @DeepInfra on @BloombergTV announcing the $107M Series B raise led by @500GlobalVC and @gharik

@asenkut @DeepInfra @gharik @500GlobalVC @nikolaborisof Let’s gooo! 🚀

Huge congrats to @deepinfra on their $107M raise and to my close friend @gharik and @500GlobalVC for leading this round - we think there is so much more to come here from @nikolaborisof and team

@stevechen @abc7kristensze Grateful for all the work you are doing for Taiwan and SV, Steve!

Great catching up with @abc7kristensze! It’s astonishing to look back at the last 21 years of YouTube’s growth. From a simple idea to a truly global community, YouTube has come a long way. Check out the interview here: abc7news.com/post/youtube-f…

Beyond thrilled to announce that we are co-leading @DeepInfra’s $107M Series B financing alongside existing investors @gharik and @nvidia @Supermicro etc. joining. Congrats to the small but mighty team lead by co-founders @nikolaborisof @yessenzhar 500.co/content/deepin…

@jasonschips TSMC margin is more like mid 60s for mature process. What’s the source for Anthropic margin being in the 70s?

This report is the best evidence for compute being severely underpriced relative to the economic value generated. SemiAnalysis uses $8 of tokens to replace $150 of human cognitive work. This is with Anthropic, NVIDIA, TSMC, the memory makers, all taking a 70% margin. Even as hardware advancements push the price per PFLOPs down aggressively every year, the Frontier Labs maintain absolute pricing power and can even hike prices. People will not stop paying for tokens based on price if the value generated is an order of magnitude greater. The amount of consumer surplus that each wafer enables is truly staggering. I wouldn't be surprised if one day, semiconductors make up 50% of the S&P 500. I was, am, and will always be fully allocated to the semiconductor industry.

Yes! Where are the Taiwanese videos when you need them?