Ad break

New blackboard lecture with Reiner Pope: how do chips actually work - starting with basic logic gates, and working up to why GPUs, TPUs, FPGAs, and the human brain each look the way they do.

Reiner is CEO of MatX, a new chip startup (full disclosure - I’m an angel investor). He was previously at Google, where he worked on software efficiency, compilers, and TPU architecture.

Watch this one on YouTube so you can see the chalkboard. Read the transcript.

Sponsors

* Crusoe was one of only five GPU clouds that made the gold tier in SemiAnalysis' most recent ClusterMAX report. Gold-tier providers like Crusoe delivered 5-15% lower TCO than silver-tier clouds, even with identical GPU pricing. This is because optimizations like early fault detection and rapid node replacement don't necessarily show up in the sticker price, but still matter a ton in the real world. Learn more at crusoe.ai/dwarkesh

* Cursor is where I do most of my work—from reading research papers to visualizing technical concepts to coding up internal tools for the podcast. Most recently, I used it to build two different review interfaces for my essay contest, one that anonymizes submissions for scoring and another that lets me see applicants' essays next to their resumes and websites. Whatever you're working on, you should try doing it in Cursor. Get started at cursor.com/dwarkesh

* Jane Street let me ask Ron Minsky and Dan Pontecorvo, two senior Jane Streeters, a bunch of questions about how they use AI. We discussed everything from the types of models they're training to how they think about the future of trading to why they're more bullish than ever on hiring technical talent. You can watch the full conversation and learn more about their open positions at janestreet.com/dwarkesh

Timestamps

00:00:00 – Building a multiply-accumulate from logic gates

00:16:31 – Muxes and the cost of data movement

00:26:10 – How systolic arrays work

00:39:11 – Clock cycles and pipeline registers

00:51:51 – FPGAs vs ASICs

01:03:25 – Cache vs scratchpad

01:07:27 – Why CPU cores are much bigger than GPU cores

01:12:00 – Brains vs chips

01:15:33 – A GPU is just a bunch of tiny TPUs

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dwarkesh.com