AI ASIC startups

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 3, 2026 by Ali Taha · across every show →

Everything said about AI ASIC startups, oldest first

Aug 3, 2026 bearish

Opinion

AI ASIC startups are doomed as NVIDIA GPUs become domain-specialized

“How can you look at this trend and then still be bullish on companies that are coming up with Asics for AI.”

Ali Taha Aug 3, 2026 ▶ 1:04:48 Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten

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AI ASIC startups

Everything said about AI ASIC startups, oldest first

Turn any episode into a week of clips.