hardware
4 statements across 4 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Oct 28, 2025 by John Collison · across every show →
Everything said about hardware, oldest first
Oct 28, 2025 positive
Feb 26, 2026
Pope: Chip physics enforces parallelism because signals take 100 cycles to cross
“So, I mean, it is just true hardware is massively parallel. Like, you've got tens of billions, hundreds of billions of transistors on your chip, and it takes, like, maybe a hundred clock cycles to get from one side of the chip to the other, and so you can't, l…”
Apr 7, 2026 bullish
Pichai: First-party hardware will be very important in regulated AI and robotics domains
“My lesson from Waymo and on the AI side with TPUs, et cetera, I think to really push the curve well, particularly in areas where you have safety, regulatory, everything, you want the firsthand experience of the product feedback cycle. So I think having first p…”