draft Claude Code Psychosis + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis

ℹ️ EPISODE INFO

Released

February 24, 2026

Duration

2h 6m

Channel

Latent Space

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

descirption pending

🎤 SPEAKERS

• swyx

  host

  Co-host of the Latent Space podcast and interviewer covering AI developer tools and industry trends.

• Doug O'Laughlin

  guest

  Semiconductor and AI compute analyst associated with SemiAnalysis (formerly writing anonymously as “Value Mule”).

🧾 EPISODE SUMMARY

In this episode of Latent Space, featuring swyx and Doug O'Laughlin, draft Claude Code Psychosis + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis explores Claude Code “psychosis,” collapsing tool barriers, and looming memory constraints Doug O'Laughlin explains how he went from semiconductor-focused investing research into heavy day-to-day use of Claude Code after he saw a step-change in one-shot and iterative capability around late December.

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