Gavin Uberti

Mentioned in 1 episode

"I thought it was really cool months ago when Cursor published that they had a bunch of coding agents build an entire browser from scratch in a week. Totally nuts. And that will soon happen in under an hour."

Mentioned in 1 episode

"It fundamentally is not existential for my company for this product to win. For Google with TPUs, their revenue comes from search. Google won't fail if TPUs fail."

Mentioned in 1 episode

"On Blackwell chips, it can be about 4,000 nanoseconds to go point to point. And that means that if you go ahead and go to an 8xTP setup, you will get way way less than an 8x improvement in your tokens per second per user."

Mentioned in 1 episode

"We brought over Brian Lerer, who built all of Nvidia's HGX and DGX systems, which is like 80% of the revenue."

Mentioned in 1 episode

"We brought over Brian Lerer, who built all of Nvidia's HGX and DGX systems, which is like 80% of the revenue."

Mentioned in 1 episode

"Meta won't fail if MTIA fails. Microsoft won't fail if Maya fails and OpenAI won't fail if Jalapeno fails."

Mentioned in 1 episode

"The decision explicitly not to build an arbitrary graph compiler, not to support arbitrary PyTorch, not to support arbitrary CUDA, not to support arbitrary ONNX graphs — but instead we envisioned a world where there was going to be under a hundred models that actually mattered."

Mentioned in 1 episode

"You totally forget that EDA tools are way better and that FPGAs exist today in a way that they didn't exist before, and all the types of validation you can do today just wasn't possible."