Unconventional AI

“Just like we had a flip from combustion engines to EV for some, not all of the world we can have a flip to analog.”

“We raised four 75.”

“My personal take is that we need innovation on the hardware substrate to actually build true intelligence. You're not going to get there with this sort of rudimentary thing that we have.”

“I think to get to actual first product, it's probably a billion and a half is my guess. And it sounds like a huge number, but I think the opportunity is enormous. So this initial money will get us through much of the exploration and sort of a product, not prod…”

“Are we going to hit a thousand X in the first go? Maybe, maybe not. I don't know. There's a some percentage chance that we will hit it, but I think we're going to hit 50 X with a very high chance.”

“What's really interesting is if something is linear and predictable, it actually is very easy to simulate. If you can simulate in a digital system, it's less interesting. It turns out, like, silicon has all these beautiful physics that are associated with it. …”

“I think we have the opportunity to completely open up a new paradigm that could exist for another 80 years.”

“So actually Databricks is on the cap table as well.”

“We have to, we're going to do a whole stack. Like we're not just going to sell a chip. You can't do that because we're changing the whole paradigm.”

“Efficiency drops Really precipitously as you go over, like, 80 to a hundred people. That's what I've seen over and over again.”