AI chip startups

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 18, 2025 by Thomas Sohmers · across every show →

Everything said about AI chip startups, oldest first

Aug 18, 2025 negative

Insight

Sohmers: Requiring workload recompilation creates fatal friction for AI chip adoption

“If you are requiring a user or having yourself as the company needing to actually recompile a workload, that's already one step too far, even if you assume it works perfectly.”

Thomas Sohmers Aug 18, 2025 ▶ 21:05 ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI

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AI chip startups

Everything said about AI chip startups, oldest first

Turn any episode into a week of clips.