Funny semi analysis has credibility here of all places. The founder is well-known in the hardware circle to be a black-market information trader.
It works like this:
1. Founder befriends undergrad interns/graduate student interns, buys them gifts, invite them to dinner/yacht/house/vc parties etc, or pays them to write articles
2. Founder extracts insider information out of these interns
3. Founder sells this information to companies paying "consulting" fees
It works like this:
1. Founder befriends undergrad interns/graduate student interns, buys them gifts, invite them to dinner/yacht/house/vc parties etc, or pays them to write articles 2. Founder extracts insider information out of these interns 3. Founder sells this information to companies paying "consulting" fees