“The Chip Fly in the AI Ointment” — Ben Thompson

Why this is in the vault

Weekly digest recapping the Jan 26 week: TSMC Risk deep-dive, Intel earnings/agentic opportunity, Kalshi prediction markets interview, Meta earnings.

The core argument

Roundup issue. The week’s theme centered on semiconductor supply constraints as the binding limit on AI — the “chip fly in the AI ointment.” Featured the TSMC Risk article, Intel’s foundry opportunity, plus the Kalshi and Meta earnings coverage. No new analysis.

Mapping against Ray Data Co

No new RDCO-relevant content beyond individual article notes from this week.

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