Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis

Doug O'Laughlin of SemiAnalysis joins Latent Space to discuss the transformative impact of AI, particularly Claude Code, on information work and the semiconductor industry. O'Laughlin details his journey from value investing to semiconductor analysis, highlighting the pivotal insight that Moore's Law was ending, which reshaped the semiconductor landscape. The conversation explores Claude Code's ability to automate tasks, generate charts, and synthesize information, leading to a belief that it can amplify experts' capabilities. O'Laughlin critiques the sell-side research model and envisions a future where AI-driven tools like Claude Code disrupt traditional software, Excel, and even Bloomberg terminals, emphasizing the importance of trend following, trend watching, and focusing on what truly matters.