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software stack

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Mar 31, 2025 by Kevin Scott · across every show →

Everything said about software stack, oldest first

Mar 31, 2025
Assertion Supported
Scott: Software optimizations drive AI inference efficiency far more than hardware
“A little bit of that is because you get, you know, maybe like a two X benefit price performance from hardware every generation. Like if you're lucky but you get a much bigger improvement price performance wise from. All of the things that you're doing in the s…”
Kevin Scott Mar 31, 2025 ▶ 14:12 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
Feb 5, 2026
Insight
O'Driscoll: Owning AI model layers matters more than building custom chips
“If you think about it, if you're up here in the software stack, it's more important to own one level down, which is that model layer than to kind of start to optimize around chips.”
Rory O'Driscoll Feb 5, 2026 ▶ 54:29 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
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