Tensor Processing Unit, every mention
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Latent Space 51
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Invest Like the Best 9
David Senra 5
every year every show Latent Space 51 20VC 30 Big Technology 19 Invest Like the Best 9 David Senra 5
Verbatim, from the transcripts: passages where Tensor Processing Unit comes up on Latent Space, 20VC, Big Technology, Invest Like the Best, David Senra
What Happens When the AI Boom Runs Out of Money · Invest Like The Best
- ▶ 56:03 Ben Thompson They have TPUs.
- ▶ 1:18:20 Ben Thompson Google already made a deal to sell, like, 20% of their TPUs to Anthropic.
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 35:45 unnamed speaker Um, and then number two, it has TPU. 9 times in the scene
Why Asking the Right Questions Is the Most Important Skill in the AI Age
- ▶ 29:45 Jonathan Ross The other thing that I did was I created Google TPU, and at Google, there was this time where I'd already moved over to Google X. 5 times in the scene
The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
- ▶ 56:15 Rob Wachen For Google with TPUs, like, their revenue comes from search. 2 times in the scene
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 1:25:35 unnamed speaker Now, the question is, would they have done just as well by saying to Cerberus, you know, we're playing you off versus Itanium, TPUs, and NVIDIA.
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 1:06:09 Harry Stebbings They own full stack TPUs, data centers, networking, power, procurement.
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 16:14 Harry Stebbings I was chatting to a friend who is a phenomenal mind, and he said that Google will become the lowest cost producer of tokens because they own the full stack from TPUs, data centers, networking, power procurement. 2 times in the scene
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 12:33 Harry Stebbings Ultimate sign of Google's superiority in their positioning, owning both Gemini and then TPUs and Buntney, where they sit selling now to Anthropic.
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 3:03 Jason Lemkin I need all the TPUs for myself, and for my customers, and my partners, and I need it for Replit, who hosts every website on it.
Marc Andreessen introspects on Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"
- ▶ 23:40 Marc Andreessen Well, the chip, and then my understanding is Google is running, I don't think, I don't know exactly what, these are rumors that I've heard, or maybe it's public, but I think Google's running very old TPUs and very profitably.
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 2:28 Jason Lemkin I mean, they're on fire on everything and all the things where you see, and they're at risk, they're at risk from their customers using, uh, using, um, TPUs from, uh, from, uh, Google and from Amazon, but man, everything from already…
Dylan Patel Explains the AI War While Cooking | In-Context Cooking
- ▶ 49:51 Dylan Patel And, and so now we've entered an age in, especially in 26, but as we go into 27, 28, um, you know, when we look in 26, Google would buy a lot more TPUs, but they can't ramp production fast enough, right? 2 times in the scene
Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
- ▶ 1:34:05 Shawn Wang I wanted to touch on TPUs and then go into memory. 18 times in the scene
How Google DeepMind Operates & Experiments — With Lila Ibrahim and James Manyika
- ▶ 45:27 James Manyika We're going to try to put TPUs, uh, uh, special purpose AI chips, uh, in space and do training runs.
The AI Frontier: from Gemini 3 Deep Think distilling to Flash — Jeff Dean
- ▶ 1:46 Alessio Fanelli And I think initially when you work on the TPU, you were thinking about, you know, if everybody that use Google, we use the voice model for like three minutes a day, they were like, you need to double your CPU number.
- ▶ 1:00:50 Jeff Dean You know, I think combining a lot of those techniques and really just trying to push on scaling things up over the last, you know, 15 years has been, you know, really important, and that means, you know, improvements in the hardware, so,…
Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
- ▶ 51:07 Alex Kantrowitz Well, if it accrues to Google, that's just like a TPU success story.
He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
- ▶ 25:25 Gokul Rajaram So the focus on scale and the focus on technological superiority and that investment, Google Street View, I mean, and basically TPUs, uh, Waymo, all of these, I think, show the 10 plus years of investment to an uncertain future, but…
Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
- ▶ 54:09 unnamed speaker So then this is very related to NVIDIA's recent purchase of GroK, which I don't know if you have views because you're very TPU centric, but are we memory or compute bound?
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 7:46 Jason Lemkin Or do you do what grok was, which is you invest on one of the guys that invented the TPU, Jonathan Ross.
2025 In Review, 2026 Predictions: Meta, NVIDIA, Tesla, OpenAI, Google, Microsoft
- ▶ 20:58 Reed Albergotti So I, I totally agree that they have, they have huge challenges, but it's like such a bigger, it's, I mean, we haven't even talked about their TPUs, right?
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 57:22 unnamed speaker Everyone's trying to do a TPU now, right? 3 times in the scene
GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
- ▶ 10:56 Gavin Baker On 24 and 25 era TPUs, which are like F-Fantoms.
- ▶ 1:07:22 Gavin Baker Is it, you know, I forget the number, but I mean, there are thousands of parts in a Blackwell rack, and you know, and there's thousands of parts in a TPU rack, and in the Blackwell rack, you know, maybe NVIDIA makes, I don't know, two or…
Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
- ▶ 42:45 M.G. Siegler And I think it would be hard to argue against Google, just given that they own not only Google cloud, you know, on which a lot of models and everything are running, but they, the TPUs as you're noting, obviously they have the search… 2 times in the scene
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 19:31 unnamed speaker The secondary question is the whole TPU and substitute question, but I would argue the first one
Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
- ▶ 19:39 Alex Kantrowitz What Sundar did, which is really interesting, is he took, uh, you know, Brain and DeepMind, Google Brain and DeepMind, which we know consolidated them, uh, that, that gave them access to the TPUs, um, instead of having to fight over them,…
Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
- ▶ 1:43:40 Dylan Patel I'm competing with NVIDIA, with TPUs, with Tranium, you know, with, with AMD.
- ▶ 1:58:36 Dylan Patel They have the lowest cost of goods sold for any token of any company because they have their own vertical stack on TPUs.
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 7:13 Jonathan Ross So, people look at the TPU as a big success, and what they don't realize is that there were about three chip efforts at Google at the same time, uh, and only one of them ended up, uh, outperforming GPUs.
Google’s Best Week Ever, AI’s Rising Costs, Putin and Xi’s Immortality Quest
- ▶ 7:35 Alex Kantrowitz The fact that it has its own chips that it produces for this, the TPU and
Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
- ▶ 48:22 Alex Kantrowitz I mean, didn't Google train latest editions of Gemini on Tensor processing units?
Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
- ▶ 1:45 Thomas Kurian Ford Motor Company, for example, when they brought their, ah, they wanted to use our, our chips and our system called TPU, Tensor Processing Unit, to model air flow and wind tunnel simulation using
Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- ▶ 9:58 Andrew Feldman It's different than the TPU.
- ▶ 1:07:53 Andrew Feldman Uh, about a year or two later, Google announced that the TPUs were going to be water cooled.
Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- ▶ 26:10 Steeve Morin The thing is, uh, as far as I know, the, the, the, the only chips that are really, you know, um, uh, frontier on that sense are probably TPUs and then the upcoming chips.
- ▶ 43:49 Steeve Morin If you look at TPUs, they're available, they're great.
- ▶ 43:55 Harry Stebbings Why does nobody care about TPUs, sorry? 4 times in the scene
Why is everyone cloning Deep Research?
- ▶ 51:20 Arush Sehgal Like, um, I used to work on the MLPerf benchmarks and like, that was like, yeah, you'd put like a bunch of engineers in a room and in a few days they do like amazing performance improvements on, on our TPU stack and things like that.
Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
- ▶ 12:26 Jonathan Ross And the reason was, so even back before starting the TPU, I was concerned that AI was going to be a technology that would allow some people to have outsized control.
2024 Year in Review: The Big Scaling Debate, the Four Wars of AI, Top Themes and the Rise of Agents
- ▶ 22:12 Shawn Wang TPU is great. 2 times in the scene
[Paper Club] BERT: Bidirectional Encoder Representations from Transformers
- ▶ 43:33 unnamed speaker Um, does TPUs not have the, the divisible by 64, uh, batch, I mean, like, 3 times in the scene
Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
- ▶ 26:08 David Luan How important it is, right, for, um, uh, for model makers to control their chips, because that way, you know, if it really is a scale and resources game, if company A, let's say choose Google with TPU, TPUs are great, right, um, with TPU… 4 times in the scene
Why Google failed to make GPT-3 -- with David Luan of Adept
- ▶ 8:40 David Luan Like, here's half of all of our TPUs.
Open Source AI is AI we can Trust — with Soumith Chintala of Meta AI
- ▶ 10:35 unnamed speaker He mentioned when he was at Google, TensorFlow, it's trying to be optimized to make TPUs go brr, you know, and go as fast. 2 times in the scene
Why Meta Wants To Build Artificial General Intelligence — With Joelle Pineau, VP of Meta AI Research
- ▶ 42:51 Joelle Pineau Google uses a lot their own TPUs, uh, as an example, so there's a few, there's a few others, but, but overall, I think NVIDIA's GPUs have been essential to, to the progress, and we've been fortunate to have many of them to, to power our,
The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
- ▶ 3:22 Dylan Patel Like, if you think about the cost to rent out, uh, SSD space, so the cost to rent, you know, offer database service on top of that, obviously, uh, cost to rent out a certain level of CPU performance, um, Amazon has a massive advantage…
- ▶ 21:41 Dylan Patel Uh, so the TPUs, uh, so, so the Google TPU is, like, super interesting because Google's been working with Broadcom, who's the number one networking company in the world, right? 4 times in the scene
The End of Finetuning — with Jeremy Howard of Fast.ai
- ▶ 33:57 Jeremy Howard So Google had just released their TPUs, and so I heard from my friends at Google that they had put together this big team to, to smash Dawn Bench so that they could prove to people that they had to use Google Cloud and use their TPUs and… 3 times in the scene
Ep 18: Petaflops to the People — with George Hotz of tinycorp
- ▶ 5:09 Alessio Fanelli Oh, TPU. 9 times in the scene
Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
- ▶ 10:53 Emad Mostaque And so they've done massive organizational changes and other things, but I can tell you TPUs are the most scalable architecture, like we have zero failure rate with our TPU language model training, whereas with GPUs it's like there's an… 2 times in the scene
- ▶ 48:09 unnamed speaker You know, we have TPUs, we have all these things, and we know how to use them, and we can share them with people because we're open.