AI Hardware

“We may actually be entering an era where the optimization in the hardware is absolutely meaningful to the upside of the business in a way that we haven't seen in the past.”

“Every day there's over a billion dollars of revenue in this category, and a lot of it's inference.”

“The hardware is maxed out. We have no new technology. We can make it easier to manufacture and a little bit cheaper, but not faster. And we have maxed out on the additional features.”

“No, I think it's two years out.”

“So we'll try multiple products but I think this idea of trying to build hardware that an AI companion can sort of embody itself in will be an important thread.”

“I think we've only had kind of two big revolutions in computer interfaces, really, in the last, like, 50 years. We had the, you know, keyboard and mouse and screen, and then we had touch and phones, and the opportunity to do a new one doesn't come along that o…”

“I actually don't like voice as a medium that much for most things. If it actually wants to integrate into your life effortlessly, I don't want to be in the middle of conversation with you and be like, what's the guy on the left's name. It's super awkward. It's…”

“No, SRAM, this will not deliver. It's a dead end in terms of scaling SRAM means scaling the surface mean you get, you know, depreciating problems.”

“So this is the next frontier, and the idea is that instead of, like, transferring the data between external memory and the CPU and do the compute there, you actually, you know, bring the CPU to the memory and you do everything. It's very, you know, it's crazy …”

“The simplest way I think about it is like, this is sort of a rent, not buy phase. Cause you know, I wouldn't want to be, we were still so early in the maturity. I, you know, I wouldn't want to be buying like pallets of over, like of Two eighty-sixes at a five …”

“Aggregate capex on AI hardware. It's like vastly out exceeding revenue generated by AI companies in the actual deployment of AI.”

“TSMC, in their last earnings, said that AI hardware currently only represents six percent of their revenue, but all indications over there is that they expect AI revenue to grow 50% per year for the next five years.”

“The hardware is progressing so fast that what you could do at a big company, you know, one year, a few years later, you're going to be able to do You know, at the university lab or in your garage.”