Asics

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Apr 11, 2025 by Evan Conrad · across every show →

Everything said about Asics, oldest first

Apr 11, 2025 neutral

Insight

Conrad: Custom chips make sense for inference, not training experimentation

“It only works if you really know which chip you're going to do. If you don't, then it's a little harder. So it makes, in my head, it makes more sense for inference where you've already established it, but for training there's so much, like, experimentation.”

Evan Conrad Apr 11, 2025 ▶ 20:17 SF Compute: Commoditizing Compute

Sep 8, 2025 bearish

Opinion

Taskaya: Custom ASICs do not make sense given low Nvidia GEMM overhead

“What is the overhead of an NVIDIA GAM instruction, right? It's like 16%. So like you're essentially buying a, Matrix multiplication machine. So, like, it doesn't really make sense to specialize it that much.”

Batuhan Taskaya Sep 8, 2025 ▶ 25:25 A Technical History of Generative Media

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Asics

Everything said about Asics, oldest first

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