What they post about
The account TBPN focuses on delivering daily insights and discussions related to technology, hosted by John Coogan and Jordi Hays. It features topics such as advancements in photonic computing, challenges in transitioning from consumer to B2B markets, and the implications of neurodiversity in professional settings. Additionally, the account covers significant acquisitions within the tech industry, providing updates on major business moves. Overall, it serves as a platform for engaging with current tech trends and expert opinions.
Recent posts
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AI Spending May Target Research Before Office Jobs
Dylan Patel argues that organizational inertia will slow AI-driven changes to white-collar work. He expects early spending to favor fields that can quickly use more computing power and intelligence, including chip design, cybersecurity, life sciences and software engineering.
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Compute Economics May Explain Grok Bot Limits
Dylan Patel suggests that limits on Grok Bot usage may reflect Elon Musk’s need to fund a major computing expansion. He argues that selling GPU capacity at current market rates could generate more revenue to support that investment.
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Everyday AI Adoption Still Lags, SemiAnalysis Says
SemiAnalysis team members cite engineers who do not exhaust their AI token budgets and a self-described AI enthusiast whose main tool is Microsoft Copilot as signs that adoption outside the tech bubble remains limited.
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Nebius Gains Ground as CoreWeave Faces Capacity Constraints
SemiAnalysis’s Jordan Nanos says Nebius has captured GPU cloud demand that CoreWeave could not immediately serve. He credits Nebius’s execution and technology for its Platinum-tier ranking, while describing CoreWeave as a technology leader facing capacity constraints.
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Neocloud Boom Fuels Talent Shortages and Wage Surges
Competition for neocloud talent is spreading across the supply chain, from electricians to data center operators, according to SemiAnalysis’ Jordan Nanos. He says electrician pay in parts of Louisiana and Texas has risen three- to fivefold, while companies face a shortage of trained workers. The most successful neocloud providers are building training pipelines to move people from related fields into operations roles.
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