Amin Vahdat · Google
Free
The Watt Is the Denominator
Google will spend more than $200 billion on infrastructure this year. Amin Vahdat runs it, and he says chip specs are the wrong measure.
· 5 min read
AI Infrastructure
Andrew Feldman · Cerebras
Free
Be 100x Better or Don't Bother
Cerebras built a chip the size of a dinner plate. Andrew Feldman says beating a giant takes 100x better, and 2x is a rounding error.
· 5 min read
Thomas Sohmers · Positron AI
Free
Memory Is the New Bottleneck
GPUs gained 120 times more compute in a decade while memory barely moved. Positron raised $875 million betting that gap decides AI.
· 5 min read
Chase Lochmiller · Crusoe
Free
Build the AI Supermajor
Crusoe mined Bitcoin for years. Chase Lochmiller says the plan was always AI, and the mining taught him where the real shortage is.
· 4 min read
Walter Goodwin · Fractile
Free
Memory Bandwidth Is the Next Scaling Law
Fractile bet on fast inference chips in 2022, before most people knew what inference meant. Walter Goodwin on why fast chatbots are faster horses.
· 4 min read
Cliff Weitzman · Speechify
Free
Put a Hoop in Your House
Speechify bought its own GPUs because engineers renting compute were afraid to use it. Cliff Weitzman compares it to Michael Jordan's backyard hoop.
· 5 min read
Stefano Ermon · Inception
Free
The Parallel Model Wins at Inference
Today's chatbots write one word at a time. Stanford's Stefano Ermon is betting the next generation writes them all at once.
· 4 min read