CPU

also referred to as: cpus

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jun 15, 2026 by Aravind Srinivas · across every show →

Everything said about CPU, oldest first

Jun 15, 2026 bullish
Insight
AI agent execution runs on CPUs, benefiting Intel and AMD
“Agent loops, agent harnesses are all running on CPUs. The tokens are produced by the frontier models on GPUs, but whatever work, like, let's say like Claude generates a coding script that decides to download 500 files from different websites and then You know,…”
Aravind Srinivas Jun 15, 2026 ▶ 39:13 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Jul 31, 2026 bullish
Insight
Park: LLMs are the CPU of intelligence; simulation is the GPU
“What I see today that's prominent in AI space is what I consider to be the CPU of intelligence unit. You have this one language model that's really large, that's very smart, that can do very complex reasoning tasks. That's like CPU. What I see coming and what …”
Joon Sung Park Jul 31, 2026 ▶ 54:14 The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park
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