Less hardware. Better questions.

2 stories · 1–2 minute read

01 / INFRASTRUCTURE

More memory is not always better value

More layers answer a different question. Schematic, not to scale. Capacity and bandwidth are distinct; workload fit still matters. — Schematic, not to scale. Capacity and bandwidth are distinct; workload fit still matters.

SemiAnalysis argues that shorter HBM stacks can preserve bandwidth while reducing cost for suitable inference workloads. The key condition: the system still needs enough capacity for model weights and working memory.

Read the source ↗ newsletter.semianalysis.com

02 / BUSINESS IDEA

Sell the validation before the build

Half Baked explores launching side businesses for busy executives. Its outreach produced two interested conversations from 50 approaches—an early signal, not proven demand. A paid validation sprint is the more disciplined starting offer.

Read the source ↗ read.gethalfbaked.com