01Core

Home
Podcast
01Core Index
Archive
About
1 billion new people, but no more mouths to feed. Yet another ChatGPT post.
One way to think about technology is that it is a mechanism for lowering the cost of intelligence. Consider what it took to write a book in the 14th…
 • 
Ben Buchanan
10
LLMs will result in Voice becoming a 4th component of the GUI. This will be a bigger improvement on UI than the switch from a Blackberry…
I’ve been Tweeting a lot lately and writing on Commonstock about how LLMs are going to turn voice into a 4th component of the “GUI”. GUI - which stands…
 • 
Ben Buchanan
4
Generative AI and the shrinking time-gap between unrecognizable realities
The year is 2033… You slip on a VR headset that is light enough and comfortable enough to wear for extended periods of time. You don’t need an awkwardly…
 • 
Ben Buchanan
4
Most Popular
View all
How to beat the QQQs
 • Ben Buchanan
1
Facebook Deep Dive (Multi-Part Series)
 • Ben Buchanan
How big could the cloud get?
 • Ben Buchanan
Semiconductors Deep Dive (Part 1)
 • Ben Buchanan
2
Why hasn't Google launched a competitor to ChatGPT? How will it respond?
 • Ben Buchanan
5
New
Top
Community
Why hasn't Google launched a competitor to ChatGPT? How will it respond?
I’ve probably spent north of 40 hours reading and thinking about ChatGPT over the past two weeks. The general consensus of savvy folks seems to be that…
 • 
Ben Buchanan
5
ChatGPT use cases & comparisons to Google
ChatGPT is going to change everything. I’m not being hyperbolic. For the first time the public at large has access to a large language model (LLM) that…
 • 
Ben Buchanan
8
Stats, commentary & perspective on the R&D, Capex, Time Share, Revenue & Market Cap of the biggest companies in each category
Research and Development & Capex This graphic comes from @Quartr_App on Twitter (follow them if you don’t already). It shows the market caps of each…
 • 
Ben Buchanan
4
The most dominant synthetic monopolies w/ brief commentary
My definition of a synthetic monopoly (henceforth SM) is any small grouping of companies that are capturing the vast majority of economic benefit from a…
 • 
Ben Buchanan
2
Will China's lockdowns have a lasting impact?
It would be easy to look at the reports of life under China’s lockdowns and assume that China is destroying its country. Here’s an article about some of…
 • 
Ben Buchanan
6
Healthcare is getting better fast
Re-printed from Aging Successfully
 • 
Ben Buchanan
Google has 9 products with over 1 billion users - how effectively is it monetizing those hours?
How do they compare against Apple?
 • 
Ben Buchanan
4
01Core
01Core
Surfing decade long mega-trends and chronicling the journey. Trying to get rich and live forever.
Recommendations
View all 9
Fabricated Knowledge
Fabricated KnowledgeDoug O'Laughlin
F
Fallacy AlarmFallacy Alarm
SemiAnalysis
SemiAnalysisDylan Patel
TSOH Investment Research Service
TSOH Investment Research ServiceThe Science of Hitting
Investment Talk
Investment TalkConor Mac
Resources I Use
SemiAnalysisTop-Notch deep analysis on semiconductors
Moore's Law Is DeadGreat info on CPU/GPU/Hardware broadly/Gaming
AsianometryReally incredible video essays on business, economics, and history
Fabricated KnowledgeSuper sharp semiconductor analyst
SemiwikiGreat site for learning about and keeping up with semis
TechTechPotatoGreat interviews with semi experts, digestible videos on advanced semi tech
© 2023 Ben Buchanan
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing