Insight certainty 4/5 debate potential 2/5

Mitchell: Materials innovators must build entire systems to convince customers

Ty Mitchell · No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell · Dec 12, 2024 · at 5:18

Ty Mitchell, co-founder of Akash Systems and former executive at Cree/Wolfspeed, explains why materials science startups must vertically integrate to drive adoption.

0:00 / 0:08exact quote · 8.7s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“When you have a materials level advancement, as the person who has that material level advancement, you really have to make the system to convince people that you have the solution.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Ty Mitchell

Assertion Supported
Mitchell: Nvidia's Blackwell rollout was delayed by heating issues
“When NVIDIA has introduced a couple of new chips first the Samsung HVM there were heating issues back then with Blackwell again, heating issues came up where that delay that rollout was delayed due to due to heating issues.”
Ty Mitchell Dec 12, 2024 ▶ 12:03 No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
Prediction Not checkable as stated
Mitchell: Power, water, and heat will halt 2x-3x compute scaling cycles
“Where the drive to increased performance. You know, whatever, two to three times every two, three, four years. We're not going to be able to do that just because drawing power and water to the site and then getting the parts to run with this heat buildup, and …”
Ty Mitchell Dec 12, 2024 ▶ 18:00 No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
Prediction Not checkable as stated
Mitchell: US will onshore fabs and lithography machines
“Yeah, it, the U.S. Will do it. The only question is whether the U.S. Will do it because it has to do it or because it wants to do it.”
Ty Mitchell Dec 12, 2024 ▶ 33:11 No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
Assertion Partly supported
Mitchell: Growing synthetic diamonds uses standard semiconductor CVD methods
“It's really no different than growing other other semiconductor materials. If you're growing silicon or silicon carbide or gallium arsenide or indium phosphide, any of these electronic substrates you start with a seed crystal and then you use a typically a, yo…”
Ty Mitchell Dec 12, 2024 ▶ 23:10 No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 100 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.