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
Disclosure
Collison: Stripe is open to pursuing hardware if a viable idea emerges
“Maybe Stripe should take on a hardware line of business. If we find one That's good enough. Like, we wouldn't be opposed to it. I think we just haven't had a good idea yet.”
John Collison Oct 28, 2025 ▶ 1:15:37 Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
Feb 26, 2026
Insight
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…”
Reiner Pope Feb 26, 2026 ▶ 3:41 Reiner Pope of MatX on accelerating AI with transformer-optimized chips
Apr 7, 2026 bullish
Insight
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…”
Sundar Pichai Apr 7, 2026 ▶ 48:49 The history and future of AI at Google, with Sundar Pichai
Apr 27, 2026 positive
Insight
Protecting hardware innovations is much easier than software in the AI era
“That is one thing I love about hardware. It's way easier to protect our innovations and our ideas compared to software, especially today in the age of AI.”
Evan Spiegel Apr 27, 2026 ▶ 1:02:13 What comes after smartphones, with Evan Spiegel of Snap
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