AI training run
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 19, 2026 by Martin Casado · across every show →
Everything said about AI training run, oldest first
Feb 19, 2026 bullish
Casado: A $1B model training run economically justifies a custom ASIC
“No, no, no, a billion dollar training run, a one billion dollar training run, it makes sense to actually do a custom ASIC if you can do it in time. The question now is timeline. Not money. Cause just rough math. If it's a billion-dollar training run, then the …”