I know him, I subscribed for a while. Even his paid content is lacking. I'm looking more Valens Research kind of analysis. SemiAnalysis is also good in the hig

I know him, I subscribed for a while. Even his paid content is lacking. I'm looking more Valens Research kind of analysis. SemiAnalysis is also good in the higher tier. ps. Being influential in Silicon Valley just means you are influential, it does not mean substantial. Leopold is still influential and gets money thrown at him at $100s of million despite having no substance.