silicon

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 21, 2025 by Chamath Palihapitiya · across every show →

Everything said about silicon, oldest first

Jun 21, 2025

Insight

Chamath: Transformer attention mechanisms require hand-tuning for specific hardware silicon

“All of the attention mechanisms that are built into transformers, that really differentiate how good the models are need to literally be hand-tuned for every single target of silicon that you have.”

Chamath Palihapitiya Jun 21, 2025 ▶ 22:32 IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

Jul 10, 2026 bullish

Prediction Not checkable as stated

Feldman: Extreme AI demand means no silicon compute goes unused

“Look, I think there is so much demand right now that, that, There is no silicon that will go unused.”

Andrew Feldman Jul 10, 2026 ▶ 14:51 Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs

Turn any episode into a week of clips.

This entire site, over 460 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

silicon

Everything said about silicon, oldest first

Turn any episode into a week of clips.