Craig S. Smith

speaker

2,710 appearances 22 recordings 1 series first heard Jun 2026 last heard 3 Sep

Craig S. Smith’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 22 in all, peaking in Jul 2026 with 10.

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uh moving back from Asia. matched

Not yet. matched

Still in Taiwan. matched

Yeah. matched

I would imagine, and I asked you this last time, and I get the same answer from everybody. matched

Uh oh, we have relationships. matched

Uh but uh uh is there any sort of a bottleneck? matched

I mean uh you know can TSMC matched

serve the world as the demand for inference explodes? matched

Um well uh matched

Yeah. matched

Is that a constraint on your growth at all? matched

Yeah. matched

Uh you you talked about uh the Gentec explosion, uh and and uh about the the the matched

autoc whatever you call it, uh AI coding explosion. matched

Uh which of those is the larger market for you? matched

And who what kinds of companies are you selling to? matched

Uh i if I mean you were saying you're selling to the foundation labs, not necessarily anthropic, uh, but matched

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