Lamorian

software

Last discussed Aug 15, 2026

A portfolio company working on breaking Nvidia's CUDA moat by enabling AI code to be recompiled to run efficiently on non-Nvidia chips.

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200GW Hiding in Grid, Sodium Batteries 10x Cheaper, Wave-Powered Datacenters w/ Ramez Naam | EP #280

Ramez Naam · Aug 15, 2026

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Ramez Naam

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Used for: Recompiling AI code to run efficiently on non-Nvidia chips (AMD, Cerebras) Praised: Working to break Nvidia's CUDA moat vs: Alternative to Nvidia CUDA ecosystem

"One of my portfolio companies, Lamorian, I met them at Abundance 360, is working on that. But also now that you can tell AI: take my AI code and recompile it to run really fast on this AMD chip or the Cabus chip. I think Nvidia's lead is narrowing."

200GW Hiding in Grid, Sodium Batteries 10x Cheaper, Wave-... · ▶ 50:18 · Aug 15, 2026

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