Positron

topic on 1 show · 2 statements across 2 episodes · said 4 times in 2 episodes since 2026

the MAD Podcast 4

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the MAD Podcast 4

2026 4 mentions in 2 episodes 2 per episode

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2 statements about Positron, every show

MAD Assertion Supported
Balaban: Lambda alumni startup Positron is valued over $1B
“He eventually left and joined another former Lambda team member, Thomas Summers to start Positron, which is an accelerator company. And they're like now valued at over a billion dollars.”
Stephen Balaban Jun 18, 2026 ▶ 51:27 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
MAD Prediction Not checkable as stated
Patel: New AI chip startups like Etched have under 1% success chance
“I don't know what a venture capitalist views as like likely chances of succeeding, but I think all of them are less than one percent.”
Dylan Patel Feb 5, 2026 ▶ 20:28 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”

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