In this episode, Austin and Vik analyze recent developments in GloFo patent lawsuits, the impact of TurboQuant on AI inference, and ARM's strategic move into silicon for agentic AI workloads. Read Vik's substack: https://www.viksnewsletter.com Read Austin's substack: https://www.chipstrat.com Chapters 00:00 Patent Wars in Semiconductor Industry 07:14 Understanding TurboQuant and Its Implications 24:42 Innovations in Memory Management 28:00 The Rise of ARM AGI CPUs 32:56 Agentic AI and CPU Compatibility 39:54 Performance Metrics in Agentic AI 44:52 ARM's Market Timing and Challenges