Apple Silicon

“I don't think enough credit goes to the investment in Silicon and, you know, whatever M chip you have in your laptop right now was a massive shift. I mean, it's like what they're now able to do in laptops and computing because they own that full stack. That's …”

“You can always just quantize the models down. And so, like, you can actually run, like, really frontier, like, source models on, like, Pretty normal hardware now.”

“Lineage of all of Apple Silicon, probably the most valuable, defensible part of Apple today in terms of technology, was Armandec to Intel to PA Semi to Apple.”

“And look at Apple Silicon, right? They've done an amazing job. Like, yes, they're fast, but instead of pushing the bounds on pure compute, they're pushing the bounds on energy efficiency, which for Apple's use case is critical.”

“And it's so, you know, co occurred with Apple Silicon becoming really powerful and enabling this before Apple Silicon, you know, rewind couldn't exist.”

“Well, Nuvia was founded by former Apple Silicon people, including the chief architect of the A series chips.”

“And now they are on a curve to just blow through Intel and deliver dramatically better performance which is kind of, again, classic disruption theory.”