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custom silicon

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jul 20, 2026 by Lin Qiao · across every show →

Everything said about custom silicon, oldest first

Jul 20, 2026
Insight
Qiao: Generative AI workloads are too dynamic to justify custom silicon
“We're still in the early stage of workload maturity for now to warrant a chip that will be durable.”
Lin Qiao Jul 20, 2026 ▶ 1:11:22 The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
Aug 29, 2026 positive
Opinion
Reyes: AI Labs Must Vertically Integrate Silicon to Reach Multi-Trillion Scale
“I think verticalization is clearly the strongest way to unscrew yourself from taking on a massive amount of debt and burden. In the future, if they become multi-trillion dollar companies, they will simply have to Enter in this market and own more of that infra…”
Eno Reyes Aug 29, 2026 ▶ 53:38 Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
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