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Fabricated Knowledge newsletter by Doug O'Laughlin: latest issues, cadence and price

by Doug O'Laughlin · Substack · Free and paid · monthly · last issue Aug 13, 2026 · Active

Issues

20 on file since Jul 15, 2025

20 of 20 issues

IssueWhen
The Cost of Time and AI Timelines

Aug 13 · AI and agents

6w ago
Close but Not Quite

Jul 27 · Chips and infrastructure

8w ago
3mo ago
Nvidia should buyback stock

May 19 · Tech business and strategy

4mo ago
Engels' Pause and the Permanent Underclass

Apr 15 · Chips and infrastructure

5mo ago
7mo ago
The Death of Software 2.0 (A Better Analogy!)

Jan 16 · Chips and infrastructure

8mo ago
2026 AI & Semiconductor Outlook

Jan 7 · AI and agents

9mo ago
Lessons from History: The Great Railroad Buildout

Dec 17, 2025 · Chips and infrastructure

9mo ago
Market Volatility: Some Thoughts

Nov 24, 2025 · Tech business and strategy

10mo ago
Earnings Recap So Far (And Ideas)

Oct 28, 2025 · Tech business and strategy

11mo ago
11mo ago
Where We Go From Here

Oct 2, 2025 · Chips and infrastructure

12mo ago
Oracle and Animal Spirits

Sep 15, 2025 · Chips and infrastructure

12mo ago
Lagging Edge will have a Permanent Glut

Sep 4, 2025 · Chips and infrastructure

13mo ago
Foundry Idea(s)

Aug 25, 2025 · Chips and infrastructure

13mo ago
Intel's One True Stakeholder is Here

Aug 15, 2025 · Chips and infrastructure

13mo ago
Earnings: Hyperscalers, AMD, ALAB, ANET

Aug 11, 2025 · Chips and infrastructure

13mo ago
Earnings: TSMC, NXPI, AEHR, GOOG, TXN, VAT, VICR

Jul 25, 2025 · Chips and infrastructure

14mo ago
Software Follow Up

Jul 15, 2025 · Chips and infrastructure

14mo ago
About this newsletter

Semiconductor industry analysis and investing.

Free or paid

Free and paid on Substack. 67% of its latest 12 issues are for paying subscribers (from its public archive, checked weekly).

Issues per week, last 26 weeks

monthly, measured over the last six months (or since the feed's oldest issue)

Writes about

Chips and infrastructure (3), AI and agents (1), Tech business and strategy (1) in the last six months.

History

Listed on Newsletters Sep 24, 2026. No changes to its feed, price, platform, status or cadence since.

Sources: each newsletter's own public feed or archive, read weekly. Every issue belongs to its author and links to the original; people are shown by initials, never a photo. Logos via logo.dev; trademarks belong to their owners.

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