hardware

3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jul 28, 2026 by Sam Altman · across every show →

Everything said about hardware, oldest first

Jul 28, 2026 negative
Opinion
Altman: Current Hardware Is Not Built for Always-On Proactive AI
“One of the reasons I'm interested in new hardware is we're talking earlier about how a very powerful thing with AI is that it can be always on and proactive and just understand all your context, but current hardware is not, it's not good for that.”
Sam Altman Jul 28, 2026 ▶ 48:15 Sam Altman on AGI, Compute, and Human Agency · Invest Like The Best
Aug 11, 2026 neutral
Insight
Vishria: An architectural blueprint is 80% of software but 2% of hardware
“In software, if you have, like, that kind of, like, logical block diagram of, like, why it works and everything else, you're kind of 80% of the way there, and it's a matter of, like, go-to-market execution. In hardware you're, like, two percent of the way ther…”
Eric Vishria Aug 11, 2026 ▶ 34:50 Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
Aug 11, 2026 neutral
Insight
Vishria: Only three architectural dimensions speed up deep learning in hardware
“Basically there are three things that we know how to do to speed up deep learning in hardware. Still till this day. Increase the number of cores. Increase the communication between cores. Bring the memory closer to the compute. Those are the three things. That…”
Eric Vishria Aug 11, 2026 ▶ 33:55 Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
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