“Synopsis actually went ahead and let us get some of their emulators on extremely favorable terms where we pay over many years.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
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More from Gavin Uberti
PredictionNot checkable as stated
Uberti: Future AI token factories will cost $40B to $100B per mega-cluster
“You could have the same kind of thing for some futuristic mega cluster.
Forty billion dollars, hundred billion dollars as a giant mega token factory serving one or a handful of models for a massive number of users to get that same economies of scale thing.”
Gavin UbertiJun 30, 2026▶ 49:27The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
PredictionNot checkable as stated
Uberti: AI models will eventually do all kernel generation superhumanly
“And when the models keep getting smarter, they'll eventually do all of it. They will become superhuman.”
Gavin UbertiJun 30, 2026▶ 51:35The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
PredictionOpen · timeframe Jun 2031
Uberti: Individual trillion-dollar data centers are inevitable
“Absolutely. It is a matter of time. It's like asking, what do you say, a billion dollar fab, or a ten billion dollar fab, or a hundred billion dollar fab? It is inevitable that the economies of scale don't stop at, oh, forty billion dollars is the magic number…”
Gavin UbertiJun 30, 2026▶ 1:27:04The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
AssertionSupported
Uberti: NVIDIA Blackwell point-to-point latency is about 4,000 nanoseconds
“For example, on Blackwell chips, it can be about 4000 nanoseconds to go point to point.”
Gavin UbertiJun 30, 2026▶ 11:19The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
Insight
Uberti: High-speed AI decode is bottlenecked by data movement, not math
“When you do this sort of kernel's work, what you realize is that the math is relatively easy. But to get high speed decode, the thing that matters is data movement. Almost all the work that you do is optimizing how do you move data around a single chip or acro…”
Gavin UbertiJun 30, 2026▶ 23:17The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
AssertionNot checkable as stated
Uberti: TSMC funded an experiment on Etched's recommendation and updated its line
“TSMC customer service is way, way better than I have seen at any other company in any other industry. It's the kind of thing where if you say, hey, you can approve your yield by making this change, you can go make them a recommendation, and then we'll go run a…”
Gavin UbertiJun 30, 2026▶ 41:52The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
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