BEP Research

Ben Pouladian

BEP Research is where semiconductor analysis meets real-world conviction. Hosted by Ben Pouladian — electrical engineer, former founder, and active investor — each episode features original conversations with the engineers, executives, and architects building AI infrastructure. From the Memory Wars to the Co-Design Thesis, we go deep on the silicon, software, and systems shaping the future of compute. Published alongside the BEP Research Substack at bepresearch.substack.com

Episodes

  1. 6 DAYS AGO

    JP Buzzell: The Watt Asymmetry's Primary Source

    BEP Research

    33 min

  2. 29 MAR

    The Orchestration Layer Is the New Platform War — NVIDIA's AI Agent Strategy | GTC 2026 (Podcast)

    BEP Research

    26 min
  • 2 Episodes

About

BEP Research is where semiconductor analysis meets real-world conviction. Hosted by Ben Pouladian — electrical engineer, former founder, and active investor — each episode features original conversations with the engineers, executives, and architects building AI infrastructure. From the Memory Wars to the Co-Design Thesis, we go deep on the silicon, software, and systems shaping the future of compute. Published alongside the BEP Research Substack at bepresearch.substack.com

Information

  • Creator
    Ben Pouladian
  • Years Active
    2k
  • Episodes
    2
  • Rating
    Clean
  • Copyright
    © 2026 BEP Research