Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Equity Long-Short, Semiconductors

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Thematic (Sector/Industry)

United states Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul>
<li>What inning is AI in?</li>
<li>If <a href="https://www.fabricatedknowledge.com/p/lessons-from-history-the-rise-and" target="_blank" rel="noopener">history is a guide</a>, it’s hard to predict the twists and turns of a new market growing from nothing.</li>
<li>Here’s my humble attempt at estimating AI penetration and my thoughts on the run-rate business of AI models and industry structure.</li>
</ul>


What inning is AI in?
If history is a guide, it’s hard to predict the twists and turns of a new market growing from nothing.
Here’s my humble attempt at estimating AI penetration and my thoughts on the run-rate business of AI models and industry structure.


AI Industry Structure and Business Model: What Inning is It?