“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.”
quote is from the automated transcript, cleaned for reading:
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More from Mitesh Agrawal
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 AgrawalAug 18, 2025▶ 39:13⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
AssertionSupported
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 AgrawalAug 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 AgrawalAug 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 AgrawalAug 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 AgrawalAug 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 AgrawalAug 18, 2025▶ 16:56⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
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