Babbage (@thechipletter): "Interesting from @TrendForce via @Semi Doped. Also TIL that Taiwan is about the same size as Switzerland 🇨🇭 but is a bit flatter."

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AI makes it so easy to create bullshit company policies and procedures required for partnerships in a highly regulated space.

Honestly I think getting around bs compliance stuff is going to be one of the most productivity-boosting effects of AI in the next few years. Saved at least 20+ hours this week for me.

Today’s free newsletter is about how Silicon Valley — as exemplified by the AI bubble — has abandoned its supposed principles of rationality and meritocracy, and now more closely resembles a cargo cult desperate to recreate bygone eras of growth.