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Kerman Kohli on Muck Rack

Kerman Kohli

New York
As seen in: Kerman Kohli, Medium, Substack, 0xzx, Coinlive, Token Dispatch
founder @routemesh | researching & investing in ai/semis @siliconfrontr
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Articles

After Semiconductor Stocks Plummet 40%, Revisiting the Fundamentals of Compute Demand

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By Kerman Kohli
| techflowpost.com
When the compute order backlog of hyperscale cloud providers rises from $500 billion to $2 trillion, claiming this is a bubble requires stronger evidence. Author: Kerman Kohli Compiled by: TechFlow TechFlow Editor's Note: After semiconductor stocks plummeted by 30-40%, many declared the AI bubble burst. But this judgment is built on a fatal assumption: that demand for compute is limited.
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Demand for Compute: Finite or Infinite?

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By Kerman Kohli
| Kerman Kohli
Depending on when this article releases, semi-conductors and other AI/momentum related names have been knocked 30-40% from their all-time highs. Many are willing to call this a top of semis/AI/memory and cede victory for not participating. It is more likely than not, they are celebrating a little too early.
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ARCx to RouteMesh

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By Kerman Kohli
| Kerman Kohli
ARCx launched in 2020 as a token-governed DAO project. In 2021, ARCX was launched as a governance token. By 2022, the project was still evaluating product direction and product-market fit. At that time, ARCx offered USDC redemptions to holders who preferred to exit. For holders who chose to remain, no future direction was provided while the team continued to evaluate the appropriate operating focus.
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