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IN-DEPTH: What Unitree's Evolution Means For Robotics
Unitree Playbook, China's Scaling Law, Geopolitics, and Humanoids in the wild
Jun 24
•
Akash Patel
,
Doug OLaughlin
, and
Michelle Shen
27
1
1
Nvidia should buyback stock
A quick take into earnings
May 19
•
Doug O'Laughlin
29
1
3
Engels' Pause and the Permanent Underclass
The first permanent underclass, and what that would look like today.
Apr 15
•
Doug O'Laughlin
210
5
21
Most Popular
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The Death of Software 2.0 (A Better Analogy!)
Jan 16
•
Doug OLaughlin
222
19
20
The Death of Intel: When Boards Fail
Dec 5, 2024
•
Doug O'Laughlin
171
5
18
The Data Center is the New Compute Unit: Nvidia's Vision for System-Level Scaling
Apr 4, 2024
•
Doug O'Laughlin
162
11
18
2026 AI & Semiconductor Outlook
Jan 7
•
Doug OLaughlin
161
13
13
2025 AI & Semiconductor Outlook
Jan 3, 2025
•
Doug O'Laughlin
and
Alpha Hunter
131
65
14
Lessons from History: The Great Railroad Buildout
Dec 17, 2025
•
Doug OLaughlin
135
4
17
Latest
Top
Discussions
Another Conversation with Val Bercovici Memory Markets
General chatter about memory, agents, and more!
Feb 16
•
Doug O'Laughlin
55
5
6
27:31
The Death of Software 2.0 (A Better Analogy!)
The age of PDF is over. The time of markdown has begun. Why Memory Hierarchies are the best analogy for how software must change. And why Software it's…
Jan 16
•
Doug OLaughlin
222
19
20
2026 AI & Semiconductor Outlook
A wee bit late, and a bit different this year.
Jan 7
•
Doug OLaughlin
161
13
13
Lessons from History: The Great Railroad Buildout
History doesn't rhyme, it just repeats itself with increasingly strained analogies
Dec 17, 2025
•
Doug OLaughlin
135
4
17
Market Volatility: Some Thoughts
The long overdue correction is here. I think it's a bit more technical than you previously thought.
Nov 24, 2025
•
Doug OLaughlin
23
2
1
Earnings Recap So Far (And Ideas)
Memory rips, Intel doesn't move on anything near term, and more
Oct 28, 2025
•
Doug OLaughlin
40
21
1
Will Eatherton: How Cisco Plans to Compete in the AI Datacenter
Listen now (41 mins) | How does Cisco plan to make a dent in the all important AI market.
Oct 27, 2025
•
Doug OLaughlin
30
1
40:31
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