Analyst Roundtable: Chips, AI, Search, Quantum, Bitcoin, Fusion – OXD26
Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering recent advances in, and impacts of: Chips, AI, Search, Quantum Computing, Bitcoin, and Fusion energy.
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March 12, 2025 @ 4:57 pm
HI guys, love reading your analyses. Always spot on. Wondering if there’s any easy way to access transcripts. Also, having know all of you, or at least known of you, to greater or lesser extents dating back to our Cray or Sun days I have to say that your recent addition of Chris brings a very fresh and new perspective which I think over time you’ll find is relatable to a whole new audience. I always appreciate the fresh insights and deeply informed opinions you bring forward. There are a lot of “experts” out there on the topics you address, but too many of them are very deep and super narrow, or very wide and not very deep in their analysis. In my opinion analysis for analysis sake is a great academic exercise, period. The way Orion approaches its work is pretty much the best available in the deep/wide/narrow trade-offs and thus is more relevant to those of us toiling in the day to day real world trenches.