Anand Iyer@ai · 2026/08/26赛道影响This news deserves much more timeline airtime. Pancreatic cancer has been considered virtually undruggable for decades. Incredible moment for healthtech.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Anand Iyer@ai · 2026/08/26观点输出Thinking out loud post-@hotchipsorg... China relies on smuggled and old-gen chips today, but they are going to mass-manufacture custom silicon. And once fab capacity ramps up, expect a flood of fast-follow hardware.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Anand Iyer@ai · 2026/08/26赛道影响RT @gdb: ai for chip design is underrated
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Anand Iyer@ai · 2026/08/25观点输出RT @danielpearson: Some are calling this area the Vest Village https://t.co/7VoHuZih9J
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Anand Iyer@ai · 2026/08/25观点输出@bubbleboi Single core matmuls!
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Anand Iyer@ai · 2026/08/25赛道影响The market for custom ASICs is about to explode. Tech giants are tired of paying massive premiums for generic AI hardware. Whichever legacy player ($AMD, $INTC, $QCOM) or upstart that masters the 'custom chips-as-a-service' model is going to win big.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Anand Iyer@ai · 2026/08/25观点输出RT @kevingubbi: That’s a good thing for EDA!
There is a lot of work going into running EDA on GPUs, and some parts of the flow parallelize…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Anand Iyer@ai · 2026/08/25观点输出CPUs are so back.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Anand Iyer@ai · 2026/08/25观点输出RT @NojanSheybani: At @hotchipsorg for the next 2 days. Shoot me a DM if you’re here! Excited to learn more about what’s coming out in the…
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Anand Iyer@ai · 2026/08/24观点输出RT @kevingubbi: Hmm... What is @Etched up to at @hotchipsorg? https://t.co/7ah8Z8yv8T
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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