Sean Lie
2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Sep 2, 2026 by Sean Lie · said 2 times in 1 episodes since 2025 · across every show →
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brought up most by Andrew Feldman (2)
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Sep 2, 2026 bearish
Untapped AI hardware opportunity is co-designing models for non-Nvidia architectures
“What I think is the most untapped opportunity right now frankly for Cerebrus, but frankly for the entire non-NVIDIA environment right? And the non-environ sorry community is that, you know, we're all running models that were designed for NVIDIA GPUs, right? An…”
Sep 2, 2026 bearish
Sean Lie: Etched is not building anything better than a traditional GPU
“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…”