AI Chip Startups

topic on 2 shows · 2 statements across 2 episodes

Latent Space 20VC

2 statements about AI Chip Startups, every show

20VC Opinion
Ross: Starting a new AI chip company today is too late
“I wouldn't do chips. That, that chip has already sailed. It takes too long to build a chip.”
Jonathan Ross Sep 29, 2025 ▶ 1:22:28 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Sohmers: Requiring workload recompilation creates fatal friction for AI chip adoption
“If you are requiring a user or having yourself as the company needing to actually recompile a workload, that's already one step too far, even if you assume it works perfectly.”
Thomas Sohmers Aug 18, 2025 ▶ 21:05 ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI

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