Log inSign up
Fabricated Knowledge
SemiAnalysis
12.3K posts
Fabricated Knowledge profile banner
@fabknowledge

Fabricated Knowledge

SemiAnalysis
@fabknowledge
Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. all views are personal
fabricatedknowledge.com
Joined September 2021
890
Following
34.1K
Followers
1
Subscription
RepliesRepliesRepostsRepostsMediaMedia

Log in or sign up for X

See what’s happening and join the conversation

Continue with phone
or
Log in with username or email
Terms·Privacy·Cookies·Accessibility·Ads Info·© 2026 X Corp.
  • @fabknowledge
    Fabricated Knowledge
    SemiAnalysis
    @fabknowledge
    23h
    The REAL bottleneck bottleneck, the bottleneck that no one knows about or saw coming, the neck that is bottled beyond bottleneck, the TRUE bottleneck upstream of all other bottlenecks, the bottleneck’s bottleneck, bottleneck bottleneck bottleneck bottlebeck bottlewrek bottlewept
    11
  • @fabknowledge
    Fabricated Knowledge
    SemiAnalysis
    @fabknowledge
    Aug 24
    Its incredible how AI levels certain playing fields Goodreads for example is the most useless UX/UI of all time, and i think its easier for an agent to review the RSS feed of the results than for me to do it. That being said the SOR really is all that's valuable from it now
    5
  • @fabknowledge
    Fabricated Knowledge
    SemiAnalysis
    @fabknowledge
    Aug 23
    Ngl the best hot chips in years it seems like
    3
  • @fabknowledge
    Fabricated Knowledge
    SemiAnalysis
    @fabknowledge
    Aug 20
    #ff the new head of drip @RobertBoswall Soon to dethrone Mr handsome @JordanNanos
    1
  • @fabknowledge
    Fabricated Knowledge
    SemiAnalysis
    @fabknowledge
    Aug 13
    a lil guess on innnings
    fabricatedknowledge.com
    The Cost of Time and AI Timelines
    Financing anything is just pulling forward the future.
    1