PLAY PODCASTS
Why GSI Is Failing — And Why They’re Still Right

Why GSI Is Failing — And Why They’re Still Right

David Seaman's Deep Podcast

December 15, 20259m 10s

Audio is streamed directly from the publisher (api.substack.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

GSI doesn’t need to become a media darling.

They just need to be seen once by the right layer: the edge AI builders, the sovereign inference crowd, the embedded vision startups.

Once that crowd sees what the APU can do, it’s game over.

The shift to memory-centric chips is already underway as we head into 2026.

https://x.com/davidworld to follow on X | https://intersignal.org



Get full access to David Seaman's Deep at davidseaman.substack.com/subscribe