Doug O'Loughlin
President of SemiAnalysis, an independent research firm focused on semiconductors and AI. He provides analysis on semiconductor strategy, market intelligence, and competitive dynamics across the AI supply chain.
Best podcasts with Doug O'Loughlin
Ranked by the Snipd community
62 snips
Aug 8, 2025 • 3h 20min
GPT-5 Hot Takes, Rahul Live from The Ultradome, Doug From SemiAnalysis, Timeline Reactions | Doug O’Laughlin, Rahul Sonwalkar, Mitchell Green, Ben Schleuniger, Merrill Lutsky
Doug O’Laughlin, President of SemiAnalysis, dives deep into semiconductor strategies and the competitive dynamics reshaped by AI. Merrill Lutsky, co-founder of Graphite, shares cutting insights on GPT-5 and its impact on code generation. Rahul Sonwalkar, having transitioned to leading an AI data analysis platform, emphasizes user engagement in AI development. They also explore the excitement and challenges around GPT-5, user reactions, and the importance of accuracy in AI tools, all while discussing the future of tech investments and the role of community in innovation.
47 snips
Aug 28, 2025 • 3h 28min
NVIDIA Earnings Breakdown | Doug O’Laughlin, Ajay Agarwal, Koen Bok & Jorn Van Dijk, Hussein Fazal, Oisin Hanrahan, Jon Callaghan, Shane Hegde
In this engaging discussion, Doug O’Laughlin, President of SemiAnalysis, shares insights on NVIDIA's recent earnings and the complexities of AI investments. Ajay Agarwal, of Bain Capital Ventures, reflects on software innovation and network effects. Shane Hegde, CEO of Air, emphasizes streamlined creative operations while Oisin Hanrahan of Keychain highlights AI's impact on the CPG supply chain. They tackle market challenges and explore the future of tech, with humor and unique anecdotes enriching the conversation.
