Accelerator

“So until something's invented that says the CPU has gone away and we're now doing it through some other mechanism, which has yet been defined or invented. The CPU is gonna be doing just fine and there's gonna be a lot of demand for it, a ton of demand, in addi…”

“My rule of thumb for accelerators, every one percent share today is probably worth a hundred billion. So there's no need to go head on with NVIDIA.”

“I found that those four things tend to live in or around a university, or they live in or around some sort of central community that touches all of them. So accelerators serve this purpose on a micro scale, but really university is the biggest portion of this.”

“I mean, I think the example you raised of a thousand X difference in bringing moving data versus actually computing on it in, in terms of energy is, is a pretty significant one. And it shapes a lot of aspects of what we do in machine learning. Because if you d…”

“Pre-fill is generally very compute bound. Right because you basically do, ah, like, attention, ah, you do, ah, ah, a lot of, ah work for, you know, for, you know, all the tokens that you are fetching, right? You can, ah, you fetch the weights while I'm once an…”

“There's lots of new accelerators that don't use as much high bandwidth memory and other components that are particularly failure prone, and that's where a lot of the industry will be going.”

“What's changing is now you're getting persistent memory with all of the next evolution of accelerators. And so I think that you're seeing memory content is increasing. The agent is not going to have amnesia anymore. The agent is going to be able to remember.”

“There's a scenario two, three years from now where there's going to be less copper and more optical, or at least like maybe not less copper, but more optical, right? Because it can transmit data faster, but there's limitations. It needs to be longer distance a…”

“Just wait for another 18th to 24 months. You will find my, each cluster will have an accelerators, mature accelerators functioning there.”

“I think there's a real reason, which is what happens if you, every, these take like a year or two years to gestate as ideas. So two years ago, all these venture firms sitting around watching valuations go bananas, and like, this sucks, I don't want to pay thes…”

“And I do think in this market where VCs are expecting more at an earlier stage accelerators feel, fill a unique gap where they're taking bets you know, taking bets really early on not expecting you to have really anything other than great team market, you know…”

“Accelerators are looking at thousands of applications a year. The acceptance rate for a lot of them is under five percent.”

“The application is there's going to be more applications. So I think they're going to have more more of a pool, right? But that also means that they're going to be saying no to a lot more companies because they only have so many spots unless they're increasing…”

“The concept of a venture studio, which is A company that creates companies. So it differs from an accelerator or an incubator or a venture capital firm in the sense that the ideas are created typically in the most sort of strict definition of the model within …”

“No, I just have seen like a lot of accelerators that don't, they prey on founders who don't know better. They hear an accelerator and they think it's going to be of the quality of what Neil and others do, and like, it's Better to just call them bad than questi…”

“Part of our internal strategy is using accelerators to get to customers.”

“You can go through every single accelerator, even in the climate space, and they will all be setting you up to raise VC. There's not that much of how do we build a coalition. There's all how do we just graduate you to getting a pile of money so then you can go…”

“If they want to go out into the world and deploy chips like they did with Huawei and networking gear, that's going to be complicated because people aren't going to have the power around the world to run more expensive accelerators.”

“So I had been approached and did a pilot for NBC called The accelerator and they spent like a half million dollars on this and you guys came on and it came out great.”

“You're supposed to get assigned with a mentor, which is the most fake way you can get a mentor is it gets assigned to you.”

“I think a lot of people go into these programs They don't have a goal. They think that the program will change the trajectory of their business. But that's not how it happens, right? It's like, what do you want from it? How are you going to go and get it from …”

“I expect the idea to be broadly these ideas to be broadly applicable to different hardware. As long as, I think the main idea is you have, like, asymmetry in, in memory hierarchy, which tends to be everywhere, you know, in, in a lot of a lot of accelerators.”

“The second you raise, you go on an accelerator, and you go on the VC path, I mean, it is on. It is growth at all costs. It's like, you've got to hit it, and if you don't, your optionality is like nil. It's very small.”

“Yes, we fund a lot of solo founders. I think we actually fund more solo founders than two person teams which is the opposite of most, you know, accelerators and most venture funds.”

“I thought that joining accelerator would definitely be one of the important things to make the other successful startup that scales globally.”

“I don't think they would test the resilience of the founder. You could be accepted without any product, without any client, so on. If you don't have any traction, you would be rejected. So that would be the reason, like, you know, too early.”

“So we bet a 100,000 dollars for six percent of companies when they come to our accelerator. And we hang out with them for 12 weeks. If those experiments really go well, then we try to buy another 10% of those companies.”

“Being an entrepreneur has become sort of trendy in recent years, as I'm sure you're aware, and it's not for everyone. And so there, there's less of a natural screening process. It just comes with the leap now because there's so many accelerators and things tha…”

“In my opinion, I would have thought that the idea about how much equity you're willing to give up should come a little bit later on.”