Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
What Mors Laws Is?
Every year it became cheaper to make a faster computer. That relationship actually quietly broke down at two thousand 12. So the ability to double transistors, or the effective doubling of transistors, that will probably continue, but will to be able to double at a cheaper price, that will not continue. Andss, why? It's amazing. I mean, it's been a meaningful part of whats driven society for like, like, just our availability of information technology is is very much driven on this m and what's interesting is this relationship has broken down. We've had a w curve where it's been going down for a super long time. We hit two thousand 12, it stayed flat
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