Reading up on SemiAnalysis
2 deep · digging since feb 02
- Costless Sacrifice - Not Boring by Packy McCormick
As AI makes applying, writing, and coding nearly costless, signal drowns in noise, rewarding volume over genuine effort and crushing the incentive to sacrifice for quality.
- The AI Boom Is Coming for Apple’s Profit Margins - WSJ
AI companies are outbidding Apple for components like chips and memory, squeezing Apple's profit margins and potentially raising consumer prices.