Doug O'Laughlin
Mentioned in 6 analyzed podcast episodes across 2 shows
Co-founder of SemiAnalysis, a semiconductor research firm focused on AI infrastructure and chip supply dynamics. Regularly appears as a guest analyst on technology podcasts to discuss Nvidia earnings, semiconductor bottlenecks, AI chip availability, and the competitive positioning of major tech companies in the AI race. His expertise spans semiconductor supply chains, AI infrastructure trends, and the technical capabilities of AI models like Claude.
Episode Appearances
TBPN · Feb 27, 2026
Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
“Semianalysis analyst provided detailed breakdown of Nvidia earnings and supply dynamics”
TBPN · Feb 25, 2026
Happy Nvidia Day, Salesforce Earnings with Marc Benioff, Anthropic's New Stance on Safety | Doug O'Laughlin, Maxwell Meyer, Ben Lerer, Michael Manapat, Adam Warmoth, Connor Sweeney, Matthew Harpe
“Semiconductor analyst discussed Nvidia earnings expectations and supply chain issues”
Latent Space: The AI Engineer Podcast · Feb 24, 2026
Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
“SemiAnalysis co-founder and semiconductor analyst discussing AI infrastructure trends”
TBPN · Feb 6, 2026
Chip Bottleneck vs. Energy Bottleneck, Amazon’s $200B Capex, Big Tech Earnings | Doug O'Laughlin, Max Levchin, TJ Parker, Arsalan Tavakoli
“Semianalysis founder discussed Claude Code adoption and chip bottlenecks”
TBPN · Feb 6, 2026
FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
“Main guest discussing AI trends, Claude coding capabilities, and Microsoft's AI strategy challenges”
TBPN · Jan 13, 2026