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Jim Keller ✓

@jimkxa · joined 30 Jun 2014

CEO @tenstorrent, Cofounder @Fab2 @BayaSystems, Castle, @realoxmiqlabs, AheadComputing boards Fan of 2x2 matrixes, books, refactoring

57 917Followers

167Following

1 056Posts total

277.1KViews on collected posts

Son gönderiler

Jim Keller ✓@jimkxa4 Jul

.@Fab2 fabs fabs, fabs printers prints masks, prints chips makes everything Atomic Semi is now @fab2 https://t.co/Gno88bWLiU 38.1K views · 379 likes · 26 reposts · 24 replies Open on X →

Jim Keller ✓@jimkxa19 May

@jimkxa Jim, the best parallel is 2016-2018. DRAM prices went up 3-4x in 24 months driven by mobile demand surge, tight supply discipline from Samsung and SK Hynix, and a server refresh cycle. Then 2019 oversupply, prices crashed 50% in 6 months. This cycle feels structurally dif 2.5K views · 26 likes · 1 reposts · 1 replies Open on X →

Jim Keller ✓@jimkxa19 May

@jimkxa What’s different now is the multiyear lock in. Was never before part of the large deals. Prices will come down but the planning certainty improves margins. CEOs learned from the recent post Covid oversupply shock driving DRAM industry wide losses. Current situation is not 4.8K views · 83 likes · 1 reposts · 4 replies Open on X →

Jim Keller ✓@jimkxa19 May

@jimkxa This is the one I point folks to. https://t.co/ZU9LsTc7Y3 Asianometry on YouTube has some well sourced documentaries on some of the surrounding circumstances. 3.4K views · 24 likes · 1 reposts · 2 replies Open on X →

Jim Keller ✓@jimkxa19 May

Semi's are cyclical. It's not if but when. I don't remember a price increase this fast and this big on DRAM - anybody have a good history report on previous cycles ? 111.6K views · 505 likes · 52 reposts · 55 replies Open on X →

Jim Keller ✓@jimkxa8 May

This is getting to be a lot of laws, should be a law about that. @demystifysci you have a theory ? 22.3K views · 79 likes · 2 reposts · 6 replies Open on X →

Jim Keller ✓@jimkxa8 May

Ok this is great Plus Conway’s law go on my list 15.9K views · 53 likes · 2 reposts · 2 replies Open on X →

Jim Keller ✓@jimkxa8 May

@jimkxa wirth's law 😂 23.9K views · 17 likes · 2 reposts · 1 replies Open on X →

Jim Keller ✓@jimkxa8 May

My current list of "laws" governing computer design I miss any ? Rents Rule Pollacks’s Rule Amdahls Law Moores Law Dennard Scaling Bitter lesson Little’s Law Jevon’s Paradox 54.6K views · 390 likes · 44 reposts · 61 replies Open on X →

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.