The GPU vs. Custom ASIC Competitive Landscape: A Deeper Cost-Performance Analysis

Recent first-party benchmarking data provides crucial insight into the cost-performance dynamics between custom ASICs and GPUs across both training and inference workloads. The data reveals a nuanced competitive landscape where ASICs demonstrate meaningful cost-performance advantages, particularly i

Max Weinbach

21 Dec 2024 — 1 min read

Cost-Performance Dynamics

Not a Client, request access

Contact

First Name*
Last Name*
Email*
Message*
This field is hidden when viewing the formPost requested

MacBook Neo: How Apple Plans to Own the Next Generation

When Apple unveiled the MacBook Neo on March 4, 2026, the temptation was to frame it simply as Apple finally getting competitive on price. At $599 retail and $499 for education customers, it is the most affordable Mac the company has ever sold. But reducing the MacBook Neo to a price story misses wh

M5 Max: Chiplets, Thermals, and Performance per Watt

Here’s the conclusion up front: M5 Max is the most impressive piece of silicon I’ve used in a laptop. It’s more efficient and more performant, theoretically cheaper and more sustainable to manufacture with less waste, an AI powerhouse, and still runs in a laptop that lasts all day. I can’t think of

Copper to Fiber Part 2

In Part 1 we laid out the case for the copper-to-fiber transition via the physics forcing function, the superlinear scaling of connectivity costs, and the TAM repricing that we believe is still underappreciated. Part 2 is our continuation where we connect the thesis to specific companies, specific t

Copper to Fiber: The Connectivity Inflection in AI Infrastructure

Key thesis: Connectivity is becoming the binding constraint in AI infrastructure. This will only compound with inference at scale. The transition from copper to optical interconnects is structural and the braoder market is mispricing the secular growth embedded in this shift. The Thesis As GPU clust