Fabricated Knowledge @_fabknowledge_ Twitter profile

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Fabricated Knowledge

2 years

Semiconductors can be a hard industry to understand, especially for investors without a technical background. Here are a few of the books that really helped me understand semiconductors better. In order of approachability - a 🧵

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Fabricated Knowledge

@_fabknowledge_

10 months

LK-99 is real. Simulation papers are dropping. replication by a Chinese scientist with video, wow just wow. We are probably a decade away but congrats everyone we just walked through a keyhole for humanity. Things will speed up now.

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Fabricated Knowledge

@_fabknowledge_

10 months

The things that have been mentioned that will be impacted if it can be manufactured: -power transmission -rail guns -maglev -quantum computing? Idk this -fusion, stronger magnets means we shape it better -probably a lot of other stuff yeah this is so exciting and huge

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Fabricated Knowledge

@_fabknowledge_

10 months

Chamath said all semiconductors are short because of LK-99 Chamath clearly doesn't understand what a "semi" conductor is lmao

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Fabricated Knowledge

@_fabknowledge_

2 months

It’s rare I write something I’m so proud of. Todays post is about why there’s going to be a new Moore’s law at the DC level, and energy densification by liquid cooling is a new vector to compete in. And surprise, NVDA is ahead. I’m very proud of this one

The Data Center is the New Compute Unit: Nvidia's Vision for System-Level Scaling

Copper, Cooling, and Compute Density: The Pillars of Nvidia's Data Center Vision

www.fabricatedknowledge.com

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Fabricated Knowledge

@_fabknowledge_

4 months

Imagine having a product so good the only alternative is to raise 7 trillion dollars

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Fabricated Knowledge

@_fabknowledge_

11 days

Guys they make a 57% FCF margin, has any company ever done that at this scale ever? lol

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Fabricated Knowledge

@_fabknowledge_

2 years

Let's tell a little story about how I came to semicap as an investor. At my old firm, we had a list of qualitative things we wanted to see in biz before we bought secular growth oligopolistic+ industry pricing power positive FCF and returns that to shareholders

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Fabricated Knowledge

@_fabknowledge_

1 month

It's been brought to my attention that a Morgan Stanley desk just emailed out my tweet as a reason for SMCI down today. To which I have to say ░S░U░B░S░T░A░C░K░I░N░B░I░O░

Fabricated Knowledge

@_fabknowledge_

1 month

You can search on Baidu but apparently there's been an ability to get H100s from SMCI in China, and that rumor in conjunction with no pre means SMCI gonna have a bad bad time

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Fabricated Knowledge

@_fabknowledge_

2 years

Bank of America went ahead and cut every semiconductor companies EPS this year breath of relief folks

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Fabricated Knowledge

@_fabknowledge_

2 months

Maybe you’re sick of hearing it but NVDA has already thought about, and then executed on the problems that everyone is just starting to figure out. Jensen is so fucking ahead, the industry and people who are betting on mean reversion is chasing the after image.

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Fabricated Knowledge

@_fabknowledge_

4 months

Fun fact - according to most of the semicap players, I believe over 75% of the 1990 era is still with us today. So yeah this take is wildly wrong. Most old generations of chips never go away, and are the reason why electronics are so cheap. Oh and tool reuse is huge!

Aaron Slodov

@aphysicist

4 months

It's wild how bad capex spend is in semiconductors, this machine is basically tossed out as soon as the next gen is developed. Imagine doing this in manufacturing...new CNCs every few years lmao

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Fabricated Knowledge

@_fabknowledge_

3 months

One of the better articles / graphics I've seen about making a chip in awhile.

Inside the miracle of modern chip manufacturing

After coming up against the limits of physics, scientists are rethinking chip architecture like never before

ig.ft.com

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Fabricated Knowledge

@_fabknowledge_

1 month

You can search on Baidu but apparently there's been an ability to get H100s from SMCI in China, and that rumor in conjunction with no pre means SMCI gonna have a bad bad time

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Fabricated Knowledge

@_fabknowledge_

1 year

Nvidia Earnings Thread: $NVDA Let's see the most important AI company in action. First: *NVIDIA SEES 2Q REV. $11.00B PLUS OR MINUS 2%, EST. $7.18B 1/n

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Fabricated Knowledge

@_fabknowledge_

11 days

This is probably the most scaleable business in the history of the world. Semiconductors is one of the GOAT industries and it's because of it's business structure. Nvidia grew revenue 18 billion YoY in absolute dollars, and it cost them an incremental 800 million in opex

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Fabricated Knowledge

@_fabknowledge_

2 years

Does anyone realize how screwed Samsung is? They haven't shipped over 100 layer NAND, they lost QCOM as a fab customer, and they lost their own socket to QCOM. I know we are all focused on Intel's demise, but Samsung is decaying at a much more alarming rate if you ask me

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Fabricated Knowledge

@_fabknowledge_

2 years

TSMC reported earnings last night and their results shocked most investors. Why? Buckle up and let's talk about one of my favorite companies in the world: TSMC.

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Fabricated Knowledge

@_fabknowledge_

4 months

So yeah this is good for semiconductors

Tsarathustra

@tsarnick

4 months

Sora performance scales with compute

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Fabricated Knowledge

@_fabknowledge_

2 months

I really think that the dell pivot at Nvidia is wild. SuperMicro was winning too hard, Jensen is like we cannot have that. No company is allowed to be but a spec on our event horizon. It's time to pump Dell servers instead. Jensen does not fuck around lol

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Fabricated Knowledge

@_fabknowledge_

1 year

Huh Intel 4nm pretty close to TSMC 3nm

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Fabricated Knowledge

@_fabknowledge_

11 days

So Nvidia will prob sell more networking in 1 quarter than AMD will sell accelerators in a year.

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Fabricated Knowledge

@_fabknowledge_

3 months

Jensen's keynote highlights something universally true in computing since the beginning: it's much cheaper to simulate reality than to observe it. AI is the final rendition. The whole keynote is just permutations of that truth. Read more here:

Jensen's World: Compressing Reality

AI factories, digital twins, and why Nvidia is winning the AI race

www.fabricatedknowledge.com

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Fabricated Knowledge

@_fabknowledge_

2 years

We have never seen Intel trade at book value in its long history

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Fabricated Knowledge

@_fabknowledge_

8 months

I wrote about the Telecom bubble, examining the infrastructure build-up to today's AI infrastructure build-up. I *think* it's not quite a bubble of that magnitude yet, and I think there's some important takeaways between then and now

Lessons from History: The Rise and Fall of the Telecom Bubble

The Internet and Telecom bubble. Lessons in leverage, rates, and a smattering of fraud. What can we learn from that period to compare it to today?

www.fabricatedknowledge.com

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Fabricated Knowledge

@_fabknowledge_

3 months

wait, what is the point of SMCI if Nvidia is going to be selling the entire rack, including liquid-cooled designs. What is left to customize?

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Fabricated Knowledge

@_fabknowledge_

9 months

Shout out to ARM to updating the graph It cost 29% / 27% more to design at 3nm/2nm It's decelerated from the inflection at 7nm, but it's still costs a staggering amount and is growing much faster than any other costs. EDAs rule

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Fabricated Knowledge

@_fabknowledge_

3 years

I think the cost increases in semiconductors are not transitory - a thread

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Fabricated Knowledge

@_fabknowledge_

6 months

I think one of the biggest enablers of Intel's foundry ambitions is that TSMC is doing a ~54% gross margin during the cyclical low in the cycle Implies full margin TSMC is going to be much higher during the high, and that margin is probably Intel's opportunity

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Fabricated Knowledge

@_fabknowledge_

2 months

$INTC is rightfully selling off. Every big cloud has their own CPU, what exactly is the role of an intel x86 CPU today? I don't know!

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Fabricated Knowledge

@_fabknowledge_

10 months

@Frazier_Cap another replication video

Andrew Côté

@Andercot

10 months

First claimed successful replication of LK-99 Accomplished by a team at the Huazhong University of Science and Technology and posted 30 minutes ago. Why this is evidence: The LK-99 flake slightly levitates for both orientations of the magnetic field, meaning it is not simply a

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Fabricated Knowledge

@_fabknowledge_

6 months

The single sweetest thing happened today, mom read my newsletter about OpenAI and said it was super clearly written and the best thing she’s read on it. She’s like you got a future in this! And I’m like yeah, I know LMAO. Thanks mom. (She never understood the semiconductors)

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Fabricated Knowledge

@_fabknowledge_

2 months

so my read on the MU call was that almost the entire gross margin lift was probably due to HBM, and that should continue to really crank it for the rest of the year. also 3x wafer intensity? SHEESH!! that is literally better than dreamed, i thought it was just 2x intensity.

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Fabricated Knowledge

@_fabknowledge_

4 months

This is one helluva TAM estimate for transceivers, and if this is right then I think $MRVL is a long

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Fabricated Knowledge

@_fabknowledge_

5 months

I have been writing about how Automotive is in the worst spot in the cycle for the stocks, and $MBLY confirms how true that is today. "we have become aware of excess inventory at our customers, which we believe to be 6-7 million units of EyeQ® SoCs"

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Fabricated Knowledge

@_fabknowledge_

1 year

I wrote a very important piece about BSPDN, and why Intel might have a chance. Seriously it’s worth a read!

VLSI Japan: It’s Better on the Backside

Intel announces its PowerVia technology, and scaling the backside is the next big thing. This could be Intel's moment.

www.fabricatedknowledge.com

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Fabricated Knowledge

@_fabknowledge_

17 days

Many are wondering: Yes I am indeed the semiconductor sector head here at fabricated knowledge

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Fabricated Knowledge

@_fabknowledge_

4 months

Pretty nuts that ARM is now larger market cap than Intel, Qualcomm, Applied materials, etc. Only companies larger are AMD, ASML, Samsung, TSMC, Broadcom, Nvidia. For context its prob the only company w/o a billion in revenue on that list.

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Fabricated Knowledge

@_fabknowledge_

8 months

Yo this chart from Stratechery is fire today source:

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Fabricated Knowledge

@_fabknowledge_

2 years

1/ In the beginning there was Fairchild. I think that is the best way to start. Makers of the Microchip by Christophe Lécuyer is the best book to begin with IMO.

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Fabricated Knowledge

@_fabknowledge_

2 years

Warren Buffett just bought a nice little stake in TSMC - stocks up meaningfully after hours. Given his (mostly Ted) recent hit rate I’m kind of stoked

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Fabricated Knowledge

@_fabknowledge_

3 months

Its called looking forward and knowing a wee bit about memory cycles.

Kakashii

@kakashiii111

3 months

$MU Ladies and Gentlemen, This is Micron Technology, a company valued at $100 billion! In FY2023, they experienced a record loss of $5.84 billion.

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Fabricated Knowledge

@_fabknowledge_

2 years

Wrote about backside power delivery, and how it’s the next leg of transistor scaling past GAA. It’s also kind of the big bet vs TSMC that Intel is taking. Pay attention because this is what will matter in the coming years.

Backside Power Delivery and Bold Bets at Intel

Architecture bets that Intel and TSMC are making

www.fabricatedknowledge.com

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Fabricated Knowledge

@_fabknowledge_

2 years

I wrote about the shifting industry structure between fabs and fabless. It's clear the pendulum is at least shifting to Fabs

Industry Structure: Fabs are in Favor - LTAs are the Tell

Long Term agreements, particularly the NCNR order is a relative newcomer this cycle. Let's see how they are holding up. The Industry Structure is showing that Fabs are in charge.

www.fabricatedknowledge.com

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Fabricated Knowledge

@_fabknowledge_

2 months

I truly think hyperscalers infra advantage is one of the most overestimated things in the market right now.

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Fabricated Knowledge

@_fabknowledge_

6 days

*ACTIVIST ELLIOTT TAKES $2.5B STAKE IN TEXAS INSTRUMENTS: CNBC well this is interesting

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Fabricated Knowledge

@_fabknowledge_

1 month

Wow that is not the AMD prints of old. Barely beat, barely guide up, and we mostly know that there is not much upside on the MI300 number. Get fucked I'll see you at the 200D

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Fabricated Knowledge

@_fabknowledge_

5 months

Semiconductor ideas: Long: MKSI, AMAT, AWE, ON Short: LRCX, TXN, ADI, MCHP, ARM

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Fabricated Knowledge

@_fabknowledge_

1 year

Jensen's keynote thread: 1/n

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Fabricated Knowledge

@_fabknowledge_

10 months

The actual best explainer of LLMs

Large language models, explained with a minimum of math and jargon

Want to really understand how large language models work? Here’s a gentle primer.

www.understandingai.org

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Fabricated Knowledge

@_fabknowledge_

1 year

I don't think we have *ever* seen 52% QoQ growth from a revenue base of ~7 billion. That is completely unprecedented. For context, Intel's revenue next quarter is going to be like ~11bil. They passed them in 1 quarter. Food for thought, they are guiding to a beat no?

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Fabricated Knowledge

@_fabknowledge_

3 months

btw I really think that Nvidia should be the most valuable company in the world - 100 billion in EBIT is not that insane in like CY25, and that would be approximately MSFT's EBIT but growing at a muchhhh faster rate Also it's incredible to me that Nvidia is doing ~75s GMs

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Fabricated Knowledge

@_fabknowledge_

27 days

I really hope people take this as being bad for NVDA

zerohedge

@zerohedge

27 days

*APPLE IS DEVELOPING AI CHIPS FOR DATA CENTERS: WSJ

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Fabricated Knowledge

@_fabknowledge_

3 months

Im going to be honest with you, I really don't think that NVDA going to stop growing revenue anytime soon. I think the real test will be next quarter, 1Q with the guide into 2Q. At that point in time there will be b100 to talk about, but they continue to accelerate results guys

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Fabricated Knowledge

@_fabknowledge_

6 months

Let me break it down for you: deflation? yeah that's good for semis inflation? also good for semis, they outpace it and are commodities low growth? good for semis, gonna grow faster high growth? yeah that's gonna be good for semis All 4 quadrants are buy

Fabricated Knowledge

@_fabknowledge_

6 months

$SOXX always wins is the true lesson

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Fabricated Knowledge

@_fabknowledge_

4 months

Fun graph I made today

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Fabricated Knowledge

@_fabknowledge_

26 days

forgive me father because i sort of want to buy INTC (don't do it)

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Fabricated Knowledge

@_fabknowledge_

5 months

I wrote my 2024 outlook at the last possible second but I wanted to discuss two big parts from my piece First: I'm this is AI's adolescent years. Growing pains and growth spurts are to be expected, and I think election risk is real. Second: MEMORY IS GOING TO MATTER A LOT

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Fabricated Knowledge

@_fabknowledge_

4 months

Wrote my first earnings post: Think TSMC was good, SMCI means NVDA beats, TXN sucks, AWE is cheap and finally did a good job, LRCX crushed it and HBM is on fire, but there’s a lot of great disclosures. More takes are coming very soon! Stay tuned!

TSMC, SMCI, Texas Instruments, AWE, ASML, and LRCX

Its the first week of earnings, and it's already a busy one.

www.fabricatedknowledge.com

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Fabricated Knowledge

@_fabknowledge_

2 months

You don’t make a task force if yields are good, allegedly MI300 ramp is slowed because yield is bad at Sammy

Dan Nystedt

@dnystedt

2 months

Samsung has made its 400-person task force for HBM (high bandwidth memory) chips a permanent office led by Sang-joon Hwang, directly under the president of Samsung’s memory business, The Elec reports. The new HBM team will focus on stabilizing production yields of HBM3E and

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Fabricated Knowledge

@_fabknowledge_

2 years

"Chips have more than 50 miles of interconnect wiring"

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Fabricated Knowledge

@_fabknowledge_

9 days

Where does this bring you? Back to me. Everyone will be a semiconductor analyst hah

Mostly Borrowed Ideas

@borrowed_ideas

10 days

TSMC: The Most Mission-Critical Company on Earth Just published my Deep Dive on $TSM.

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@_fabknowledge_

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Fabricated Knowledge

@_fabknowledge_

2 months

finally reading the Broadcom day and I think that they are playing their hand well. Hey we will let you bring whatever you want, make sure it scales up w/ ethernet. (Android-ish) meanwhile Nvidia is pursuing system integration and software lock in (Apple) TWT who wins!

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Fabricated Knowledge

@_fabknowledge_

10 months

Everywhere you look, the market is saying that unit growth in smartphone is completely done. Smartphone is the new PC market guys.

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Fabricated Knowledge

@_fabknowledge_

6 days

As is now customary, I write a free piece on Nvidia. Hope you enjoy

Nvidia Earnings Overview: Networking in Focus

The AI giant continues to climb the wall of worry, and we have the first quarter of networking revenue broken out of results.

www.fabricatedknowledge.com

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Fabricated Knowledge

@_fabknowledge_

11 months

This is the Fabricated Knowledge Semiconductor Earnings Season Preview

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Fabricated Knowledge

@_fabknowledge_

5 months

I think I have a banger on industry competition in AI, coming out on Tuesday as a free post.

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Fabricated Knowledge

@_fabknowledge_

7 months

Agree / disagree with the placements?

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Fabricated Knowledge

@_fabknowledge_

1 year

Marvell’s industry analyst day, they updated one of the GOAT charts

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Fabricated Knowledge

@_fabknowledge_

1 year

The man the myth the legend. Made the law so to speak, and literally changed the world. Moore’s law has always been an aspiration of the industry, and the continued improvement has made all of our lives better. R I P.

Intel News

@intelnews

1 year

Gordon Moore, Intel Co-Founder who set the course for the future of the semiconductor industry, has passed away at the age of 94.

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Fabricated Knowledge

@_fabknowledge_

2 months

I need to interact with that guy who told Me MU is an obvious short again

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Fabricated Knowledge

@_fabknowledge_

2 years

honest to god i am pretty convinced about #5 for something

Global Bagholding Opportunities IV L.P.

@justbrosef

6 years

Semis.

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Fabricated Knowledge

@_fabknowledge_

1 month

This is probably the most interesting graph I've seen this earnings season. Memory test has been pretty much range bound for a long time, and it actually might be breaking out. 1B +/- from ~18 > 22. Now 1.3+ ? This is the sea shift tbh.

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Fabricated Knowledge

@_fabknowledge_

1 month

bumping this. Managed to have this ready to go at the peak, and SOXX is down ~15% since then. At some point I'm a massive buyer, but I'll make sure to tell you when. 😘

Fabricated Knowledge

@_fabknowledge_

3 months

Wrote about factors and semiconductors - and why its time to take a break. ALSO prob time to buy up the losers (analog shorts CANCELLED)

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Fabricated Knowledge

@_fabknowledge_

1 year

I wrote about the 3 headed hydra of competition that Nvidia has And a basic overview of LLMs/ semiconductors that power them (NVDA!) I really think that the 3 headed hydra is a powerful lense of competition for Nvidia

The Coming Wave of AI, and How Nvidia Dominants

A basic primer on LLMs, Semiconductors, and Nvidia's three-headed hydra of competition

www.fabricatedknowledge.com

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Fabricated Knowledge

@_fabknowledge_

7 months

Coatue you're missing this one company lil guy named Nvidia for AI Semis

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Fabricated Knowledge

@_fabknowledge_

1 year

Everyone is fucking talking about the multiple and no one is forward looking, it feels like I’m taking crazy pills. When earnings like 2x next quarter yoy is everyone going to be surprised pikachu?

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Fabricated Knowledge

@_fabknowledge_

7 months

ILYA SIGNED IT TOO

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Fabricated Knowledge

@_fabknowledge_

2 years

By the way - the first episode of Transistor radio w/ @dylan522p and I came out yesterday. Listen in if you want to hear a conversation about why TSMC's earnings matter for the industry at large.

Episode 1: TSMC's Q4 2021 Earnings

Listen to this episode from Transistor Radio on Spotify. Dylan and Doug talk about why they are so excited for Taiwan Semiconductor Company's Q4 results. The surprising guide and capex growth bodes...

open.spotify.com

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Fabricated Knowledge

@_fabknowledge_

2 years

i get annoyed when people call my newsletter niche - dude semiconductors are not niche. It's in every single electronic device, the ones you stare at for 5 hours a day - yeah

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Fabricated Knowledge

@_fabknowledge_

7 months

Okay intel earnings thread 2 more customers on 18A, 2 customers for AI packaging, 6 more on the way.

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Fabricated Knowledge

@_fabknowledge_

3 months

Yeah new semianalysis post confirms what I thought, groq is only useful for a small subset of the market (small models inference) and won’t ever make a lot of sense for big models. “Is Groq NVDA top?” Is an insane take, but shows you more about everyone’s desires than reality

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Fabricated Knowledge

@_fabknowledge_

1 year

love the 0 axis graph

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Fabricated Knowledge

@_fabknowledge_

1 year

I cannot believe this, like the actual worst cycle since 08/09, going to prob make a record for memory pricing decline since 90s and we are going to whip out on the other side to a fucking AI bubble The entire group gross margin has expanded like 500bps and it’s floor prob

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@_fabknowledge_

5 months

Yo this is an amazing graph!!!! I wrote about semiconductor pricing getting a lot better in like 2021, but this is historic. Stringing along multiple years of positive growth is unheard of in price

Stacy Rasgon

@BernsteinRasgon

5 months

How much has pricing contributed to semiconductor industry growth in recent years? Would you be surprised to learn the answer is “More than all of it?” Our note today discusses this (for institutional clients only):

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Fabricated Knowledge

@_fabknowledge_

1 year

Simping for Andy at Arista, truly a legend. It’s insane that he’s still at the booths pounding the pavement

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Fabricated Knowledge

@_fabknowledge_

4 months

Fun little story in this, TSMC is clearly choosing Japan as number 2 geography, given the recent 20bil fab

Joey Politano 🏳️‍🌈

@JosephPolitano

4 months

Semiconductor production has rebounded among major Asian exporters after taking a steep dive in 2022—Japanese production is at record highs, while Taiwanese and Korean production are closing in on prior peaks

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Fabricated Knowledge

@_fabknowledge_

2 months

*INTEL UNVEILS NEW AI ACCELERATOR PROCESSOR CALLED GAUDI 3 *INTEL SAYS NEW GAUDI 3 PRODUCT OUTPERFORMS NVIDIA'S H100 CHIP nice bit of news needed

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Fabricated Knowledge

@_fabknowledge_

5 days

Just put up a CHIPS Program Act Interview. Would mean a lot to me if you listened or shared it!

An Interview with Dan Kim and Hassan Khan of the CHIPS Program Office

How the CHIPS Program office plans to divert the future of Semiconductors back to America

www.fabricatedknowledge.com

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Fabricated Knowledge

@_fabknowledge_

2 years

Every month the TSMC data comes out, and the revenue accelerates, and the stock goes down more. It's pretty wild to see it month after month

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Fabricated Knowledge

@_fabknowledge_

2 years

This is going to flip next year - 2023 AMD datacenter is going to absolutely demolish INTC.

Sravan Kundojjala

@SKundojjala

2 years

In data center, Intel's share losses will continue. AMD's share will hit 30% in 4Q22. Intel saw steady share losses through 2021 and 2022.

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Fabricated Knowledge

@_fabknowledge_

2 years

It's almost exactly what I thought it would be. Gaming revenue was $2.04 billion, down 44% sequentially and down 33% from the prior year. Data Center revenue was $3.81 billion, up 1% sequentially and up 61% from the prior year.

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Fabricated Knowledge

@_fabknowledge_

11 months

you're a recent AI startup with a new LLM model, you think you got a shot. The problem is you need a lot of GPUs, so you go raise a billion in capital and you throw it into GPUs, in the hopes of figuring out a business model to eventually buy more GPUs this is triple-ordering

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Fabricated Knowledge

@_fabknowledge_

10 months

…. I love analysis like this lmao Means that for at least a hot second I still got a chance

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Fabricated Knowledge

@_fabknowledge_

11 months

I wrote about TSMC. There really is something for everyone this earnings report at TSMC. AI is only 6% of revenue but should grow at 50% CAGR? WFE spending is moderating? Oh I have a whole diatribe about why EUV intensity is past us and the 2024 EUV orders gap is worrying.

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Fabricated Knowledge

@_fabknowledge_

2 years

5/ Now I think it's time to get a bit more specific. In particular I think it's time to read Fabless by @DanielNenni / @paulmclellan Fabless IMO is one of the best books of the bunch, and the last chapter's predictions hold up shockingly well.

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Fabricated Knowledge

@_fabknowledge_

2 months

Love this quote from AVGO AI day, truly its bundle and rebundle all the way down. Nvidia is pursuing the mainframe, which I think some view as this dinosaur technology, but at the time was the 800 pound gorilla. Which thesis wins? T B D Before I get started, a couple of things

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Fabricated Knowledge

@_fabknowledge_

4 months

ARM after hours price is just messy. Pretty much there was a huge short interest into this quarter, and I think its just a float. DO NOT SHORT LOW FLOAT STOCKS. Think of it this way, its all supply and demand. Almost no supply, some demand. When that changes... do something

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Fabricated Knowledge

@_fabknowledge_

6 months

Feel weirdly qualified for a take on this. The second method is how I run this newsletter, and while not perfect it is how to SEND research. I’m going to write a quick thread on da process:

dalibali

@dalibali2

6 months

There’s 2 ways people learning/work: (1) research, read first then write. (2) just start writing. I’ve always been the latter. Found it easiest to just start doing and it’ll expose what I don’t know and help structure thoughts more.

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