AI Hardware Startups

“This whole generation is going to get wiped out. Everyone's going to zero. Dave, you're losing money. I'm losing money by proxy sucks, whatever.”

“Multiplying tensors is kind of, you know, anyone can, there's a lot of people who've made good matrix multiply units, right? But it's about, like, getting good utilization out of those, and interfacing with the memory, and interfacing with other chips really e…”

“A few billion dollars have been invested in new hardware startups. There are a few unicorns already for companies that don't have products fully out yet.”