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Mitesh Agrawal

CEO, Positron AI · 1 appearance on the record.

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founderexecutiveoperator@mitesh711 ↗LinkedIn ↗positron.ai ↗

Mitesh Agrawal is the CEO of Positron AI, developing AI inference hardware accelerators. He previously served as Chief Operating Officer at Lambda Labs, where he scaled its GPU cloud infrastructure business.

7statements → 2claims → 1claims resolved → 4/5average certainty → 2/5average debate potential →

1 supported 0 partly supported 0 contradicted 1 not yet assessed how the 2 claims stand · each chip opens the sources

1 prediction · 1 assertion · 1 opinion · 4 disclosures · every statement was checked. The prediction and assertion are the 2 claims: statements the public record can support or contradict. 1 is resolved, 1 is not yet assessed. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Mitesh argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Agrawal: Lambda Labs generates well over $500M in ARR
“Really grew the company from zero dollars in revenue all the way to where it is now well over half a billion in ARR, right?”
Mitesh Agrawal Aug 18, 2025 ▶ 2:45 ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Mitesh Agrawal on measured tape to publish a rate. This says nothing about how they speak.

Everything Mitesh Agrawal said on Latent Space that made the record, most notable first. Filter by type, assessment or year in the ledger →

Opinion
Agrawal: Cerebras and Groq offer cloud APIs because their software struggles
“You know, if you look at Cerebrus and Grok and others, they've really tried to do this, their cloud kind of portal. And for us, you know, it shows two things. One is the difficulty of software for third party to implement that, that that's why they're kind of …”
Mitesh Agrawal Aug 18, 2025 ▶ 39:13 ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
Prediction Open · timeframe Dec 2027
Agrawal: Positron ASIC will lead all silicon in memory capacity by 2027
“So we are going to be coming out with our ASIC and then like later, it will have more memory capacity than any other silicon in late 2026 or in 27, actually.”
Mitesh Agrawal Aug 18, 2025 ▶ 26:43 ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
Assertion Supported
Agrawal: Lambda Labs generates well over $500M in ARR
“Really grew the company from zero dollars in revenue all the way to where it is now well over half a billion in ARR, right?”
Mitesh Agrawal Aug 18, 2025 ▶ 2:45 ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
Disclosure
Agrawal: Positron cannot beat NVIDIA on matrix-matrix performance per dollar today
“Thomas said that, you know, we are accelerating matrix vector. It doesn't mean that we can't do matrix, matrix. We can, and we can do it fairly well. It's just that the point becomes is like, are you really beating NVIDIA on it from a perf per dollar? And if y…”
Mitesh Agrawal Aug 18, 2025 ▶ 35:54 ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
Disclosure
Agrawal: Positron AI counts Cloudflare and Parasale as early hardware customers
“So we have customers in Cloudflare and Parasale, both using us Cloudflare because of performance per watt.”
Mitesh Agrawal Aug 18, 2025 ▶ 37:54 ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
Disclosure
Agrawal: Positron AI raised a $51M Series A for next-gen silicon
“And then we just did a series A close with Valor, Atreides, and DFJ Growth for a roughly fifty one million dollar series A.”
Mitesh Agrawal Aug 18, 2025 ▶ 38:34 ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
Disclosure
Agrawal: Positron AI shipped hardware within 15 months using only seed funding
“It's like, we got to market shipping within 15 months of founding of the company with only the seed round raised, and again, are now planning our next generation of Silicon within 18 months of the first generation.”
Mitesh Agrawal Aug 18, 2025 ▶ 16:56 ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI

Appearances (1)

EpisodeDateSpeaking time
⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, P Aug 18, 2025 12m
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