I interviewed
I interviewed @bubbleboi about his ratings of AI supply chain bottlenecks. We talked about DRAM, advanced packaging, CPO, HBF, PCBs, power delivery, etc. 0:00 HBM, DRAM, the cartel 7:24 Silicon photonics, CPO, Lumentum lasers 11:35 Adv
How it ranks: Backlist reads my Twitter/X timeline, scores every tweet for substance with an LLM rubric (not engagement), and publishes the daily top picks with a one-line takeaway. Curated by Surya Dantuluri.