Jeremie Ontiveros
Guest from SemiAnalysis and data center expert, appearing in-person on the episode to discuss semiconductors, AI agent tooling (Cloud Code), and industry anecdotes.
Best podcasts with Jeremie Ontiveros
Ranked by the Snipd community
68 snips
Jan 29, 2026 • 36min
TR 43: TR Live with Jeremie from SemiAnalysis
Jeremie Ontiveros, a SemiAnalysis analyst and data center expert, joins in-person. He talks semiconductors, AI agent tooling like Cloud Code, and trade-offs between major AI labs. Expect lively client anecdotes, token-cost debates, and why agentic workflows could change research and junior analyst work.
