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[SemiAnalysis @SemiAnalysis_]

There is a single thin-film material required by every AI chip on earth. GPUs, TPUs, custom ASICs. All of them. 98% of global supply controlled by one Japanese chemical company. Zero production-ready alternatives. One producer fully booked through 2027. Raising prices. Lead times past 6 months. NVIDIA is so scared they're paying half the capex to expand supplier fabs themselves. The keyword is “umami”. Nobody's talking about this. They will be in about

[scott belsky @scottbelsky]

“Wherever output is graded by speed, accuracy, or cost, silicon will inherit the earth... Wherever value depends on provenance, uncertainty, and social risk, humans are irreplaceable.”

We will crave human meaning-infused experiences more than we can imagine in the years ahead.

[Naval @naval]

A startup is a treasure hunt for a true but untapped behavior.

The quality of the product is the quality of the search.

Sometimes you didn’t look in the right place; sometimes you’re chasing a mirage.

Almost all startups fail.

But who comes out on the other side does not.

[Joe Schiarizzi @CupOJoseph]

QR codes are about to get an upgrade. They work

[George Mack @george__mack]

The speed of light visualized.

Wild.

[Trading Paradigm @MattThomasTP]

There's a lot of wisdom in this Ed Seykota quote:
“Everybody gets what they want out of the market".

Most people would say that they want "money" or "profits". But their actions often prove otherwise. What they actually crave even more is short-term emotional gratification.

[NASA @NASA]

It's here–the deepest, sharpest infrared view of the universe to date: Webb's First Deep Field.

Previewed by @POTUS on July 11, it shows galaxies once invisible to us. The full set of @NASAWebb's first full-color images & data will be revealed July 12: https://t.co/63zxpNDi4I

[NoSleepJon 💤⏩ @nosleepjon]

The jack of all trades master of none meme is misused and overused. Prob rooted in human’s instinct to put others in boxes to easier analyze them. But it downplays the edge generalists have as the ones that can best see the big picture and connect dots across various verticals.

[Steph Smith @stephsmithio]

In 1994, Jeff Bezos famously spotted a stat that made him leave his high-paying PE job to start Amazon:

💡 The Internet was growing 2300% per year.

What are the generation-defining stats of today?

I'll post a few to kick things off...

[DeeKay @deekaymotion]

Curious about how I make animations? Watch this.

[Michael Girdley @girdley]

I’ve interviewed and managed over 2,000 people.

Here are my 55 contrarian observations about humans.

A thread...

(1/x)

[RTFKT @RTFKT]

gm 👐

[James Clear @JamesClear]

What is one article you've read that is so good it's worth reading again?