Papa Johns ✓

@SVTrivo · San Jose, CA · joined 07 Dec 2009

Semiconductor Engineer, Ph.D. 🇰🇷🇺🇸 📍 San Jose Startup & Big Tech Vet John's Papa Silicon Valley Trivopaedia: Tech, Money, Food & Chips. Life in the SV

15 143Followers

1 778Following

20 815Posts total

430.7KViews on collected posts

Ultimi post

Papa Johns ✓@SVTrivo13 Sep

Fujitsu to begin first AI semiconductor exports next year — TSMC to manufacture the chips The headline needs a step down. This is not a GPU or a dedicated NPU. It is FUJITSU-MONAKA, a server CPU on Armv9-A. Successor to Fugaku’s A64FX. TSMC 2nm compute die stacked on a 5nm cache 813 views · 1 likes · 0 reposts · 1 replies Open on X →

Papa Johns ✓@SVTrivo13 Sep

Korea had Robot Taekwon V People often treat the US and China as the two giants of robotics, and Korea is frequently described — sometimes with self-deprecation — as lagging behind. But I still remember an assignment from a Control Systems class I took more than 30 years ago in

1.2K views · 2 likes · 0 reposts · 1 replies Open on X →

Papa Johns ✓@SVTrivo13 Sep

X regulars already know the gold Cybercab. Most people still don’t. A 61M-sub YouTuber sees one in Texas and can’t believe there’s no driver. I photographed a prototype in a Silicon Valley parking lot and my wife asked what I was doing. I said "It is a Cybercab". She asked

1:15

1.2K views · 7 likes · 0 reposts · 2 replies Open on X →

Papa Johns ✓@SVTrivo13 Sep

Why would Cybercab survive what Uber could not? I left Korea before Kakao Taxi existed, and before Uber was driven out. Years later I went back. No Korean number. The app would not open for me. I asked strangers on the street to call a cab. I walked into shops and begged. They

1.3K views · 4 likes · 0 reposts · 2 replies Open on X →

Papa Johns ✓@SVTrivo12 Sep

KBS 다큐인사이트 - AI, 놀이는 끝났다. 골리앗의 시간 요즘 KBS가 다큐를 참 잘 만든다. 로봇, Physical AI. 한국이 미국과 중국에 뒤쳐져 있다고 비판을 받곤 한다. 사실 한국도 로봇 연구에 열심이었고, 여전히 훌륭한 연구자들이 많다. 영상의 36:40정도부터 류중희 리얼월드 대표가 로봇의 5.8K views · 19 likes · 3 reposts · 3 replies Open on X →

Papa Johns ✓@SVTrivo11 Sep

This morning I wrote why I stayed on X as a 30-year semiconductor engineer. I do not float random tickers and numbers as I walk by. I invest where I work. I put real money only in the names I can defend with people still on the floor. Then I come back to those same names and htt

3.5K views · 5 likes · 1 reposts · 2 replies Open on X →

Papa Johns ✓@SVTrivo11 Sep

@SVTrivo L avènement 23 views · 0 likes · 0 reposts · 0 replies Open on X →

Papa Johns ✓@SVTrivo11 Sep

I’ve spent nearly 30 years in the semiconductor industry as an engineer and engineering manager, mostly keeping my head down and just doing the work. That’s also why I ended up staying on X. Back then, when someone asked “What do you actually do?”, it was hard to explain. In the

7.6K views · 18 likes · 3 reposts · 1 replies Open on X →

Papa Johns ✓@SVTrivo11 Sep

Yep, I'm personally high conviction on the AI trade (especially photonics/memory) despite macro. - $NVDA gave forecasts for $1.3T hyperscaler capex ($100B+ above BofA analyst expectations) - $SPCX Wells Fargo forecasts are ~$263B for 2027. - $127B spend in 2027 for 409.4K views · 1.3K likes · 94 reposts · 101 replies Open on X →

Rispetto ad account della stessa dimensione

9 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.

Visualizzazioni mediane1 277questo account924mediana per 10K–100K

Copertura, %8.43%questo account3.62%mediana per 10K–100K

Interazione, %0.29%questo account1.52%mediana per 10K–100K

Metrica	Questo account	Mediana per 10K–100K	Rapporto
Visualizzazioni mediane per post	1 277	924	1.38×
Copertura (visualizzazioni ÷ follower)	8.43%	3.62%	2.33×
Tasso di interazione	0.29%	1.52%	0.19×

Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

409.4K11 Sep

7.6K

3.5K

5.8K12 Sep

1.3K13 Sep

1.2K

813

Last 9 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.36%11 Sep

0.29%

0.00%

0.23%

0.43%12 Sep

0.47%13 Sep

0.77%

0.26%

0.25%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes86.0%1 355 in total

Reposts6.4%101 in total

Replies7.2%113 in total

Bookmarks0.4%7 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Ultimi post

Rispetto ad account della stessa dimensione

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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