chips

also referred to as: chip

7 statements across 7 episodes · 2 bullish · 2 bearish · 5 people on the record · first statement Jan 2, 2019 by Fei-Fei Li · across every show →

Everything said about chips, oldest first

Jan 2, 2019 neutral
Opinion
Fei-Fei Li: Dedicated AI Hardware Is Early as Algorithms Haven't Matured
“I think we're still in the exploratory stage because the algorithms are not matured enough yet.”
Fei-Fei Li Jan 2, 2019 ▶ 4:21 a16z Podcast | When Humanity Meets A.I.
Jan 2, 2019 bullish
Prediction Not checkable as stated
Andreessen: Microchips will become free and embedded in all objects
“The end state is going to be the chips are going to be free, which means chips will be embedded in everything. You'll be able to use chips for literally, literally everything.”
Marc Andreessen Jan 2, 2019 ▶ 2:47 a16z Podcast | Software Programs the World
Nov 18, 2022
Insight
Chris Power: AI compute depends directly on Taiwanese semiconductor security
“You know, even, even if you're an EA type of person or, you know, you're a pacifist or whatever, or if you're into climate change or like, you know, pick, pick any industry that you think is important. Like good luck running compute on GPT-III if there are no …”
Chris Power Nov 18, 2022 ▶ 22:36 The Factory of the Future with Chris Power
Sep 1, 2023 bearish
Prediction Not checkable as stated
Appenzeller: AI model training costs will plateau as human data runs out
“Expectation at the moment is that the cost for training these models, you know, may actually sort of top out or even go down a little bit, you know, as the chips get faster, but we don't discover new training material as quickly.”
Guido Appenzeller Sep 1, 2023 ▶ 12:13 The True Cost of Compute
May 9, 2024 bullish
Prediction Not checkable as stated
Andreessen: Current AI chip constraints will resolve over time
“There's an enormous chip constraint right now. Every AI that anybody uses today is its capabilities are basically being gated by the availability of chips, but like that, that will resolve over time.”
Marc Andreessen May 9, 2024 ▶ 18:51 Build Your Startup With AI
Oct 31, 2025 bearish
Prediction Open · timeframe Oct 2030
Horowitz: Power or cooling bottlenecks will trigger an AI chip glut
“Yeah, and even if the bottleneck within the infrastructure moves, so if it becomes power, if it becomes cooling or anything else, then you'll have a chip glut for sure, yeah.”
Ben Horowitz Oct 31, 2025 ▶ 34:22 Marc Andreessen and Ben Horowitz on the State of AI
Sep 4, 2026 neutral
Opinion
Fei-Fei Li: The biggest problem in robotics is data, not chips yet
“We should zoom out and recognize the biggest problem right now in robotics is actually data. One day it'll be chips, but for now it's data.”
Fei-Fei Li Sep 4, 2026 ▶ 30:50 Why Fei-Fei Li Is Betting on Spatial Intelligence
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