Feb 12, 2026 - Claude Code, Memory Mania, CPUs are Back (Jordan Nanos, Doug O'Laughlin, Myron Xie)
SemiAnalysis Weekly
00:00
Chinese model releases and video generation
Discussion of recent China model week, SeedDance/ByteDance video breakthroughs, and regional model competitiveness.
Play episode from 36:31
Transcript
