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AI hardware

3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Aug 31, 2023 by Noam Shazeer · across every show →

Everything said about AI hardware, oldest first

Aug 31, 2023 bullish
Prediction Not checkable as stated
Shazeer: AI Hardware Advances Will Enable Garage Developers to Match Big Tech
“The hardware is progressing so fast that what you could do at a big company, you know, one year, a few years later, you're going to be able to do You know, at the university lab or in your garage.”
Noam Shazeer Aug 31, 2023 ▶ 22:44 Noam Shazeer: How We Spent $2M to Train a Single AI Model and Grew Character.ai to 20M Users | E1055 · 20VC with Harry Stebbings
Feb 24, 2025 bullish
Prediction Held up
Morin: Compute-in-memory will be the next frontier in AI hardware
“So this is the next frontier, and the idea is that instead of, like, transferring the data between external memory and the CPU and do the compute there, you actually, you know, bring the CPU to the memory and you do everything. It's very, you know, it's crazy …”
Steeve Morin Feb 24, 2025 ▶ 33:48 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
Feb 24, 2025 negative
Insight
Morin: Scaling SRAM is a dead end for AI hardware
“No, SRAM, this will not deliver. It's a dead end in terms of scaling SRAM means scaling the surface mean you get, you know, depreciating problems.”
Steeve Morin Feb 24, 2025 ▶ 32:18 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
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