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Austin Lyons
Verified
Founder, Chipstrat
Des Moines
Beats
Still to find that out
Content
By Austin Lyons| Chipstrat@ Hey everyone! I was off the grid last week while attending Intel Vision. It was a significant moment for me, witnessing Intel CEO Lip-Bu Tan’s first public appearance at my inaugural event as an analyst: I had face-to-face meetings with executives, discussing the expected topics and some unexpected topics. What I learned at Intel Vision is under NDA, except for what was live-streamed.
By Austin Lyons| Chipstrat@ This piece kicks off a new series on robotics. I’ll walk through the key ideas from first principles, starting with computer vision, and explain how GenAI changes what’s possible in robotics. Note that I'm pulling on some other ongoing threads on Chipstrat, so after this post, we’ll take a break from technical topics and cover earnings season for a bit.
Company Info
Chipstrat
The semiconductor industry is as important as ever, yet its future is increasingly uncertain. What is certain, though, is that right now is the best time to pay attention.
Des Moines, United States, United States