SemiAnalysis + Asianometry on Intel, Gemini 2.5, and Chinese Robots
ChinaTalk
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AI Banter and Semiconductor Insights
This chapter features a humorous discussion about AI models, particularly Gemini 2.5, with playful critiques of its limitations compared to AI Studio. The conversation extends into the complexities of the semiconductor industry, addressing the competitiveness among major players like TSMC and Intel, while highlighting the effects of government support. Along the way, the speakers share amusing anecdotes and metaphors, keeping the tone light amidst serious industry analysis.
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