Fabricated Knowledge

July 2026

Close but Not Quite

It's not the end of this washout.

Jul 27 • Doug O'Laughlin

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June 2026

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

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May 2026

Nvidia should buyback stock

A quick take into earnings

May 19 • Doug O'Laughlin

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April 2026

Engels' Pause and the Permanent Underclass

Mythos means John Henry lost

Apr 15 • Doug O'Laughlin

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February 2026

Another Conversation with Val Bercovici Memory Markets

General chatter about memory, agents, and more!

Feb 16 • Doug O'Laughlin

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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

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2026 AI & Semiconductor Outlook

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

Jan 7 • Doug OLaughlin

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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

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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

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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

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Will Eatherton: How Cisco Plans to Compete in the AI Datacenter

How does Cisco plan to make a dent in the all important AI market.

Oct 27, 2025 • Doug OLaughlin

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