We invited Jon from Asianometry to speak on the recent developments. "Welcome back to SemiAnalysis Weekly! We've got our second guest ever on the program today. That's Jon from Asianometry" "On this week we'll discuss everybody leaving Google, leaving Gemini hanging out to dry maybe? Chinese ban on transceivers? Elon pulling in his $1 trillion revenue forecast from 2031 to 2030. Guys, welcome to the show." "Thank you. Thank you for having me."

We invited Jon from Asianometry to speak on the recent developments. "Welcome back to SemiAnalysis Weekly! We've got our second guest ever on the program today. That's Jon from Asianometry" "On this week we'll discuss everybody leaving Google, leaving Gemini hanging out to dry maybe? Chinese ban on transceivers? Elon pulling in his $1 trillion revenue forecast from 2031 to 2030. Guys, welcome to the show." "Thank you. Thank you for having me."

Source:https://x.com/SemiAnalysis_/status/2086203249229549652