Episode

Why GSI Is Failing — And Why They’re Still Right

Podcast
David Seaman's Deep Podcast
Published
Dec 15, 2025
Duration seconds
550
Processing state
not_requested
Canonical source
https://davidseaman.substack.com/p/why-gsi-is-failing-and-why-theyre
Audio
https://api.substack.com/feed/podcast/181724510/5020e9bdacf550616c46e5587ac9a463.mp3
JSON
/v1/public/podcasts/david-seaman-s-deep-podcast-7155269/episodes/why-gsi-is-failing-and-why-they-re-still-right
Markdown
/podcast/david-seaman-s-deep-podcast-7155269/why-gsi-is-failing-and-why-they-re-still-right.md

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Summary

GSI doesn’t need to become a media darling. They just need to be seen once by the right layer: the edge AI builders, the sovereign inference crowd, the embedded vision startups. Once that crowd sees what the APU can do, it’s game over. The shift to memory-centric chips is already underway as we head into 2026. https://x.com/davidworld to follow on X | https://intersignal.org Get full access to David Seaman's Deep at davidseaman.substack.com/subscribe