TPU

also referred to as: tpus

3 statements across 3 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 3, 2022 by Chamath Palihapitiya · across every show →

Everything said about TPU, oldest first

Dec 3, 2022
Disclosure
Palihapitiya: Has built AI silicon for six years with ex-Google engineers
“I've been spending a lot of time Learning about this area, six years ago, a team that I partnered with who was at Google that built TPU, we've been building silicon for this space, so we've been kind of going from the ground up for the last six years.”
Chamath Palihapitiya Dec 3, 2022 ▶ 1:21:27 E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
May 20, 2025
Disclosure
Brin: Google mostly uses custom TPUs over GPUs for Gemini
“Well, we mostly, for Gemini, we mostly use our own TPUs.”
Sergey Brin May 20, 2025 ▶ 25:41 Sergey Brin, Google Co-Founder | All-In Live from Miami
Nov 22, 2025 bullish
Prediction Not checkable as stated
Chamath: AI decoding chip market will quickly become highly fragmented
“What we are quickly seeing is that there's going to be a highly fragmented layer of decoding chips that exist in the marketplace. Grok is one. TPU is one. Microsoft has a spin. Amazon has Inferentia. Facebook, I think, is Apparently spinning up their own silic…”
Chamath Palihapitiya Nov 22, 2025 ▶ 36:09 Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
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