BEP Research

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