Will

It’s so sad this is the last Halloween pre-Anthropic IPO

Reverse restaurant where people go in and try to sell the owners homemade food

Woah apparently Amazon Graviton speeds up VCS by 50%

Whether you like it or not VLSI CAD industry is in an arms race now

Some small team is gonna start a new-age fabless semiconductor company that actually uses agents properly and disrupt incumbents for a fraction of the R&D cost. Pls let me know if you’re working on this and I might invest

Synopsys GPT has got to be better than Cadence Maestro

I want to see someone vibecode a modern open source virtuoso clone with gpu rendering. You’ll need to have the ability to hook in an external spice simulator.

I interviewed a student that says they took intro to digital design. "What is the difference between <= and = in Verilog" "I don't think we covered that in class" 🫥

In the era of LLMs writing RTL will digital IP margins get compressed? Im thinking verified blocks used in more tapeouts will still have value. Maybe test benches will have more value and companies license those lol.

One of the cofounders of Cadence and Synopsys, Alberto Sangiovanni-Vincentelli, talking about trusted checkers making EDA viable

Crap are verilog simulators gonna be commoditized imminently?

So much alpha sitting in DAC conference videos. Shankar talking about unified data model mogging other tools in PPA. Credit Shankar Krishnamoorthy, Paul Cunningham, John Cooley deepchip.com/, & DAC

“What radicalized you?”

Barbarians are at the gate of chip design. The rewards are verifiable and search scales with compute. Its only a matter of which labs or companies execute on this. I give it ~2 years before its automated like programming is now. arxiv.org/pdf/2510.06189

I don't think that EDA for semis will get "oneshotted" anytime soon. You need special relationships with companies to get access to data. People don't understand, PrimeTime is valuable not because the software exists but because it is in the TSMC ecosystem and has been used in 100K+ tapeouts(lower bound). Why is OpenAI working with Synopsys instead of making its own tools.