hardware
3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Feb 1, 2026 by Jimmy Iovine · across every show →
Everything said about hardware, oldest first
Feb 1, 2026 negative
Iovine: Software companies avoid hardware because they do not understand design
“What I realized when I met a lot of other people in the tech business, all, all the companies and everything, they're engineering societies fundamentally. And I find, you can't generalize it, but there are people that aren't like that, but for the most part, w…”
Apr 12, 2026
Jul 5, 2026
Ross: Splitting LLM pre-fill and generation across different chips is a mistake
“What we realized was, and this is what most people get wrong when they're trying to do this themselves. They'll, they'll take the reading of tokens or what's called pre-fill, and they'll do that on one piece of hardware, and then they'll put the generation of …”