Equity Found: Taking on Nvidia and betting on transformers with Gavin Uberti from Etched
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Nov 29, 2024 Gavin Uberti, co-founder and CEO of Etched, dives into the booming world of AI chips specialized for transformer models. He boldly challenges Nvidia with the assertion that Etched's chips will drastically outperform competitors. Discussion ranges from market challenges and the demand for energy-efficient solutions to his unique journey from Harvard dropout to AI innovator. Gavin also sheds light on the complex fundraising landscape for startups and the importance of building a strong team amidst the rapid growth of the AI sector.
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Specialization over Flexibility
- Specialization is key to outperforming giants like NVIDIA in AI chips.
- Focus on one domain to achieve an order of magnitude improvement in speed.
ChatGPT's Impact
- Etched made a risky bet on transformers before a killer app existed.
- ChatGPT's release validated their bet and fueled their growth.
The Future of AI Chips
- Etched is betting on the continued dominance of transformer models in AI.
- As models grow larger, specialized chips will become essential, not optional.