Fabricated Knowledge

Another Conversation with Val Bercovici Memory Markets

General chatter about memory, agents, and more!

Feb 16 • Doug O'Laughlin

36

2

27:31

January 2026

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

190

18

17

2026 AI & Semiconductor Outlook

A wee bit late, and a bit different this year.

Jan 7 • Doug OLaughlin

142

13

13

December 2025

Lessons from History: The Great Railroad Buildout

History doesn't rhyme, it just repeats itself with increasingly strained analogies

Dec 17, 2025 • Doug OLaughlin

115

3

16

November 2025

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

22

2

1

October 2025

Earnings Recap So Far (And Ideas)

Memory rips, Intel doesn't move on anything near term, and more

Oct 28, 2025 • Doug OLaughlin

39

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

29

1

40:31

Where We Go From Here

A sober look at the potential trajectory of a bubble.

Oct 2, 2025 • Doug OLaughlin

87

10

1

September 2025

Oracle and Animal Spirits

Oracle's result is the second most impactful earnings result this cycle. And I think it's a critical turning point.

Sep 15, 2025 • Doug O'Laughlin

117

20

5

Lagging Edge will have a Permanent Glut

The direction is clear, the lagging edge with exposure to Chinese markets will have a glut.

Sep 4, 2025 • Doug O'Laughlin

81

8

1

August 2025

Foundry Idea(s)

Not one but two foundry ideas today.

Aug 25, 2025 • Doug O'Laughlin

27

10

1

Intel's One True Stakeholder is Here

What an Intel with Government help would look like.

Aug 15, 2025 • Doug O'Laughlin

115

11

7