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“Doing any of that, like, hardening for specific Model things. I don't think lasts more than, you know, two or three months at the rate that the industry moves at.”

“The ChatGPT, like, GPT-III.V-ish architecture has mostly stayed the same this entire time. It's a pretty good bet, man. Like, even if there is a new, Model sometime in the future. The current workloads on existing models, like, four-oh is still being used, rig…”

“I don't think they want to disrupt NVIDIA. I think the better framing is that all of inference is just so goddamn big that, of course, you're gonna have ASICs for inference.”

“I think my reaction when I see pictures like this is that it's very impressive graphics design. But I also don't see them building anything beyond just, or trying to build something better than just, you know, a traditional GPU, right? You know, they've made c…”