Ep. 035 - Tech DD’s, Performance Projections, Benchmarks, Supply Chain, Investment Thesis (Consulting)| Abhilash Jain, Jordan Nanos

Jordan (@JordanNanos) and Abhilash (@AbhilashJain17) discuss the clients SemiAnalysis consulting serves, custom projects like the inference simulator, how client work turns into research products, neocloud due diligence, and why SLAs decide who gets funded. They also discuss Feynman specs, de-specced memory, and a 20-trillion-parameter OpenAI model.

0:00 Intro and Overview
2:27 Client Types
5:24 Custom Projects
9:47 Strategy Work
12:27 Consulting to Products
14:33 Neocloud Due Diligence
18:40 SLAs and Insurance
22:32 Risk Assessments
26:45 Build vs Buy
29:19 Favorites and Outlook