Video yükleniyor...

Video Yüklenemedi

Bu video yüklenirken bir sorun oluştu. Bu geçici bir ağ sorunundan kaynaklanıyor olabilir veya video kullanılamıyor olabilir.

Ana Sayfaya Dön

Plot twist: the most valuable part of a 35-page semiconductor data report isn't the 200+ datasets or monthly charts. It's the one-page executive summary that tells you exactly which 3-5 trends actually matter and where to find them.

SemiAnalysis

81,292 subscribers

34,783 görüntüleme • 2 ay önce •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

60-Second SEO: All SEOs should be using the Google Ads "Search Keywords" report to immediately discover the most valuable queries for a business: Google Ads is the only place that you can get actual conversion data at the query level. The sad part is, this is a heavily underutilized report by many in the SEO community. By utilizing PPC data, you're able to see actual data around which queries are the most valuable for your business. To use it requires SEOs to be brave and venture into the Google Ads platform:

60-Second SEO: All SEOs should be using the Google Ads "Search Keywords" report to immediately discover the most valuable queries for a business: Google Ads is the only place that you can get actual conversion data at the query level. The sad part is, this is a heavily underutilized report by many in the SEO community. By utilizing PPC data, you're able to see actual data around which queries are the most valuable for your business. To use it requires SEOs to be brave and venture into the Google Ads platform:

Chris Long

20,891 görüntüleme • 2 yıl önce

This is one of the arrested TIV militias terrorizing Benue. The same group that murdered over 200 people. He’s not a herdsman, not Fulani, not Muslim and that’s exactly why you didn’t see it in the news or on VDM’s instagram page

This is one of the arrested TIV militias terrorizing Benue. The same group that murdered over 200 people. He’s not a herdsman, not Fulani, not Muslim and that’s exactly why you didn’t see it in the news or on VDM’s instagram page

Sarki.

27,902 görüntüleme • 1 yıl önce

I spent the weekend coding my most niche idea ever. It's called — it's a simple site that tells you which travel adapter you need for your next trip. I scrapped the voltage data of 195 countries and built this in NextJS + Tailwind. Here's a one pager:

I spent the weekend coding my most niche idea ever. It's called — it's a simple site that tells you which travel adapter you need for your next trip. I scrapped the voltage data of 195 countries and built this in NextJS + Tailwind. Here's a one pager:

Yash Bhardwaj

35,612 görüntüleme • 2 yıl önce

Behind every decision you've ever made is one of the 6 human needs. 1: Certainty 2: Uncertainty/Variety 3: Significance 4: Connection/Love 5: Growth 6: Contribution We all share them, but the ones we choose to prioritize and how we meet them explain everything about the patterns that are either helping us or keeping us stuck. Knowing which needs are running your behavior, and whether the way you're meeting them is actually serving you, is some of the most valuable insight you can have. Podcast: The Diary Of A CEO w/ Steven Bartlett

Behind every decision you've ever made is one of the 6 human needs. 1: Certainty 2: Uncertainty/Variety 3: Significance 4: Connection/Love 5: Growth 6: Contribution We all share them, but the ones we choose to prioritize and how we meet them explain everything about the patterns that are either helping us or keeping us stuck. Knowing which needs are running your behavior, and whether the way you're meeting them is actually serving you, is some of the most valuable insight you can have. Podcast: The Diary Of A CEO w/ Steven Bartlett

Tony Robbins

54,329 görüntüleme • 3 ay önce

If you’re craving that kind of content, you already know exactly where to go. Just a warning, the page isn’t for the faint of heart, darling. 😏

If you’re craving that kind of content, you already know exactly where to go. Just a warning, the page isn’t for the faint of heart, darling. 😏

Larkin Love

18,030 görüntüleme • 2 ay önce

Having the confidence to show vulnerability is everything. It's the key to selling. Selling isn't just holding a leg and stumbling. It's letting things get to you, letting the fans know that things matter. If they matter to you, they'll matter to them. Like the spitting here.

Having the confidence to show vulnerability is everything. It's the key to selling. Selling isn't just holding a leg and stumbling. It's letting things get to you, letting the fans know that things matter. If they matter to you, they'll matter to them. Like the spitting here.

Matt D - SC

13,550 görüntüleme • 1 yıl önce

the fireworks remain a bittersweet part of the gig. on one hand, you can’t believe you’re actually witnessing one of the most historic reunions, and on the other, you realise you’re not sure when or if you’ll ever see them again :')

the fireworks remain a bittersweet part of the gig. on one hand, you can’t believe you’re actually witnessing one of the most historic reunions, and on the other, you realise you’re not sure when or if you’ll ever see them again :')

lena 𐙚⋆°｡

59,221 görüntüleme • 8 ay önce

As part of the celebrations of the new #GibsonGarageLondon, we are excited to announce that Gibson has entered a collaborative partnership with one of the most influential musicians in history, Jimmy Page.

As part of the celebrations of the new #GibsonGarageLondon, we are excited to announce that Gibson has entered a collaborative partnership with one of the most influential musicians in history, Jimmy Page.

Gibson

88,024 görüntüleme • 2 yıl önce

Today we launched Eleven v3 to alpha. It's our most expressive and dynamic speech model to date. Check out the landing page which showcases some of the incredible, creative outputs that the model is capable of.

Today we launched Eleven v3 to alpha. It's our most expressive and dynamic speech model to date. Check out the landing page which showcases some of the incredible, creative outputs that the model is capable of.

Nev Flynn

10,311 görüntüleme • 1 yıl önce

These types of people actually exist and the most frightening part about it is that most of them work as a doctor, nurse, or in the medical or healthcare industry themselves. "Do you believe that the NIH or Dr. Fauci lied to the American people about COVID?" "No." "Do you think the COVID shots harm American citizens?" "No." Looks like the one who was there to talk about MKULTRA and brainwashing was brainwashed herself.

These types of people actually exist and the most frightening part about it is that most of them work as a doctor, nurse, or in the medical or healthcare industry themselves. "Do you believe that the NIH or Dr. Fauci lied to the American people about COVID?" "No." "Do you think the COVID shots harm American citizens?" "No." Looks like the one who was there to talk about MKULTRA and brainwashing was brainwashed herself.

The SCIF

28,873 görüntüleme • 15 gün önce

"What the investigation found after looking hard to see if they could find a time when the convention or the executive committee knew about abuse and failed to report it, or facilitated an abuser being able to continue to abuse, they didn't find any instances where the convention or the executive committee did that... "That would lead me sometimes to say we know the Southern Baptist Convention has never has never made a mistake in terms of not reporting abuse." Bart Barber acknowledges no one has EVER presented evidence that the Executive Committee or the Convention covered up abuse or facilitated abuse. They have never failed to report abuse. This is EXACTLY what I have said for nearly two years now. And what I was pilloried for by the sexual abuse activists (including those in SBC leadership). And now the president of the Southern Baptist Convention admits it too.

"What the investigation found after looking hard to see if they could find a time when the convention or the executive committee knew about abuse and failed to report it, or facilitated an abuser being able to continue to abuse, they didn't find any instances where the convention or the executive committee did that... "That would lead me sometimes to say we know the Southern Baptist Convention has never has never made a mistake in terms of not reporting abuse." Bart Barber acknowledges no one has EVER presented evidence that the Executive Committee or the Convention covered up abuse or facilitated abuse. They have never failed to report abuse. This is EXACTLY what I have said for nearly two years now. And what I was pilloried for by the sexual abuse activists (including those in SBC leadership). And now the president of the Southern Baptist Convention admits it too.

Megan Basham

217,298 görüntüleme • 2 yıl önce

$SPY is entering the most important 10 trading days of the entire year. 🔥 One move from here decides everything. New all-time highs… or a full correction. Most traders have no idea what the monthly, weekly, and daily charts are actually signaling. If you trade $SPY, watch this NOW 👇

$SPY is entering the most important 10 trading days of the entire year. 🔥 One move from here decides everything. New all-time highs… or a full correction. Most traders have no idea what the monthly, weekly, and daily charts are actually signaling. If you trade $SPY, watch this NOW 👇

Peter DiCarlo

183,258 görüntüleme • 7 ay önce

One UI 8.5 has many new problems, such as this one, which have not been solved after many versions. When I gesture back in the album interface, there will be a part of "gesture energy leakage", which acts on the sliding process of the album, so you will see that every time I gesture back, the page will shake a little and look unsmooth.After I have done many operations, you will find that the photo album has slipped a lot. This is actually a problem that Samsung has always had. It can't let the full energy of gestures act on the return page well, and there will always be leakage, that is, accidental touch. My English is not good. I don't know if you can understand me. Watch the video and you'll understand. Watch the jitter of the whole page and the photo album at the bottom slowly slide up.

One UI 8.5 has many new problems, such as this one, which have not been solved after many versions. When I gesture back in the album interface, there will be a part of "gesture energy leakage", which acts on the sliding process of the album, so you will see that every time I gesture back, the page will shake a little and look unsmooth.After I have done many operations, you will find that the photo album has slipped a lot. This is actually a problem that Samsung has always had. It can't let the full energy of gestures act on the return page well, and there will always be leakage, that is, accidental touch. My English is not good. I don't know if you can understand me. Watch the video and you'll understand. Watch the jitter of the whole page and the photo album at the bottom slowly slide up.

Ice Universe

38,484 görüntüleme • 8 ay önce

Uniform Commercial Code Case Digest Published by West (Thomson Reuters) Volume 3 (covering UCC § 3-101 to § 3-605) Exact page: page 3-301–9 (the page number printed at the top right of the page is 3-301–9) Here is the exact word-for-word text as it appears on that page (including the paragraph number and citation): UCCC § 3.301(1). The financing of an automobile by a bank was not a consumer loan transaction where the bank was only the assignee of the automobile sales contract and therefore acted illegally in taking security in addition to the purchased automobile. First Nat. Bank v. La Joie (Okla.) 537 P.2d 1207, 86 A.L.R.3d 309. That is literally the entire paragraph 44 on that page — nothing is added or omitted.

Uniform Commercial Code Case Digest Published by West (Thomson Reuters) Volume 3 (covering UCC § 3-101 to § 3-605) Exact page: page 3-301–9 (the page number printed at the top right of the page is 3-301–9) Here is the exact word-for-word text as it appears on that page (including the paragraph number and citation): UCCC § 3.301(1). The financing of an automobile by a bank was not a consumer loan transaction where the bank was only the assignee of the automobile sales contract and therefore acted illegally in taking security in addition to the purchased automobile. First Nat. Bank v. La Joie (Okla.) 537 P.2d 1207, 86 A.L.R.3d 309. That is literally the entire paragraph 44 on that page — nothing is added or omitted.

All4Freedom🇺🇲🐸🍿

15,895 görüntüleme • 7 ay önce

The "Inverse Problem" Of Dark Matter Is Insane What if 85% of the universe's matter isn't missing — it's just that our models were never clean enough to know? Dr. Jenny Wagner proves mathematically that every dark matter map ever made is extrapolation. The data only tells you something local. Everything else is a model assumption wearing the costume of evidence. She then connects this to Einstein's own 1917 warning — that homogeneity and isotropy were always a placeholder, never a truth — and makes the case that cosmology is not in crisis. It's finally ready for the next level of detail.

The "Inverse Problem" Of Dark Matter Is Insane What if 85% of the universe's matter isn't missing — it's just that our models were never clean enough to know? Dr. Jenny Wagner proves mathematically that every dark matter map ever made is extrapolation. The data only tells you something local. Everything else is a model assumption wearing the costume of evidence. She then connects this to Einstein's own 1917 warning — that homogeneity and isotropy were always a placeholder, never a truth — and makes the case that cosmology is not in crisis. It's finally ready for the next level of detail.

Curt Jaimungal

38,258 görüntüleme • 3 ay önce

.David Sacks: Trump’s AI Policies Could Fuel U.S. Economic Growth to 4%-5% "What you're seeing is that the adoption of AI applications is the fastest adoption curve we've ever seen. I think it's bigger than the iPhone, bigger than the internet itself, potentially. This technology is being adopted very, very fast by consumers and businesses, and I think it's going to fuel the growth of the American economy for years to come. I think we can get back to those 4 to 5% growth rates with AI as a tailwind. Again, it's facilitating major investment, major innovation, and I think President Trump has already helped facilitate this. He rescinded that 100-page Biden executive order on AI, which burdened AI companies with unnecessary regulation. We rescinded that 200-page rule that burdened semiconductor companies and data center companies with unnecessary regulation. President Trump is leading and he's driving the growth and the innovation, and it's a very different approach than we saw with the Biden administration. The Biden administration really was motivated and proceeded from a position of fear. It was, 'How can the government restrict this? This thing is so risky that we need to control it.' Whereas, I think the Trump administration is proceeding from a position of opportunity, which is, 'How do we take advantage of this technology? How do we drive the growth? How do we drive the investment?' Thanks to President Trump, you are seeing this boom, this novelty that started, and I think it will be one of the most important parts of his legacy."

.David Sacks: Trump’s AI Policies Could Fuel U.S. Economic Growth to 4%-5% "What you're seeing is that the adoption of AI applications is the fastest adoption curve we've ever seen. I think it's bigger than the iPhone, bigger than the internet itself, potentially. This technology is being adopted very, very fast by consumers and businesses, and I think it's going to fuel the growth of the American economy for years to come. I think we can get back to those 4 to 5% growth rates with AI as a tailwind. Again, it's facilitating major investment, major innovation, and I think President Trump has already helped facilitate this. He rescinded that 100-page Biden executive order on AI, which burdened AI companies with unnecessary regulation. We rescinded that 200-page rule that burdened semiconductor companies and data center companies with unnecessary regulation. President Trump is leading and he's driving the growth and the innovation, and it's a very different approach than we saw with the Biden administration. The Biden administration really was motivated and proceeded from a position of fear. It was, 'How can the government restrict this? This thing is so risky that we need to control it.' Whereas, I think the Trump administration is proceeding from a position of opportunity, which is, 'How do we take advantage of this technology? How do we drive the growth? How do we drive the investment?' Thanks to President Trump, you are seeing this boom, this novelty that started, and I think it will be one of the most important parts of his legacy."

Josh Caplan

126,513 görüntüleme • 1 yıl önce

Alex Hormozi tells a $6.7M med spa to fix locations before opening more. "The job of the business is not to satisfy your entrepreneurial itches, it's to satisfy the customers. The moment we try and serve us instead of them, they immediately know. And then they go somewhere else to the person who's serving them more." "Why don't we fix the current ones and get those to like 35 or 40, and then do the fourth one once we've fixed the current ones. You overexpanded, which really just means that you undertalented."

Alex Hormozi tells a $6.7M med spa to fix locations before opening more. "The job of the business is not to satisfy your entrepreneurial itches, it's to satisfy the customers. The moment we try and serve us instead of them, they immediately know. And then they go somewhere else to the person who's serving them more." "Why don't we fix the current ones and get those to like 35 or 40, and then do the fourth one once we've fixed the current ones. You overexpanded, which really just means that you undertalented."

Acquisition.com

87,576 görüntüleme • 1 ay önce

The era of manually analyzing data will come to an end. AI can now do a lot of this automatically. It's a huge time saver. I do data analysis for a living, and I'm a huge fan of writing Jupyter notebooks to do it all, but it's now hard to justify manually writing code that you can generate in a few seconds. I still check everything manually, but breaking down datasets into tables and charts is now 10x easier than it's ever been. Here is a video where I'm using Retool. I load a dataset and generate a few charts as quickly as I can think. The speed at which we can go from one idea to a working solution is astonishing.

The era of manually analyzing data will come to an end. AI can now do a lot of this automatically. It's a huge time saver. I do data analysis for a living, and I'm a huge fan of writing Jupyter notebooks to do it all, but it's now hard to justify manually writing code that you can generate in a few seconds. I still check everything manually, but breaking down datasets into tables and charts is now 10x easier than it's ever been. Here is a video where I'm using Retool. I load a dataset and generate a few charts as quickly as I can think. The speed at which we can go from one idea to a working solution is astonishing.

Santiago

70,786 görüntüleme • 9 ay önce

We might be entering an era where writing an incredibly detailed prompt matters more than building the landing page itself. With Fable 5 becoming this capable and this expensive, the prompt is quickly becoming the most valuable asset. This interaction was one-shotted. The level of polish and interactivity is insane.

We might be entering an era where writing an incredibly detailed prompt matters more than building the landing page itself. With Fable 5 becoming this capable and this expensive, the prompt is quickly becoming the most valuable asset. This interaction was one-shotted. The level of polish and interactivity is insane.

Meng To

69,635 görüntüleme • 10 gün önce

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

The All-In Podcast

304,297 görüntüleme • 7 ay önce