Logan Jastremski releases a podcast with @bubbleboi discussing semiconductor architecture, data center infrastructure, and AI hardware trends. The conversation focuses on how packaging and memory hierarchy have become the new bottlenecks in chip design, with emphasis on racks as compute units and how frontier AI labs are building custom silicon to capture value.
Logan Jastremski critiques Robinhood Chain's sustainability and design, arguing that while trading volume is high, it primarily attracts crypto natives rather than mainstream users. He highlights concerns about unsustainable revenue decline, centralized sequencer latency favoring US-based traders, and the shared fee market's congestion issues, questioning whether the chain can support global financial markets.