Sid Sheth is the CEO and co-founder of d-Matrix, the AI chip company making inference efficient and scalable for datacenters. Backed by Microsoft and with $160M raised, Sid shares why rethinking infrastructure is critical to AI’s future and how a decade in semiconductors prepared him for this moment.

In this conversation, we discuss:

Why Sid believes AI inference is the biggest computing opportunity of our lifetime and how it will drive the next productivity boom
The real reason smaller, more efficient models are unlocking the era of inference and what that means for AI adoption at scale
Why cost, time, and energy are the core constraints of inference, and how D-Matrix is building for performance without compromise
How the rise of reasoning models and agentic AI shifts demand from generic tasks to abstract problem-solving
The workforce challenge no one talks about: why talent shortages, not tech limitations, may slow down the AI revolution
How Sid’s background in semiconductors prepared him to recognize the platform shift toward AI and take the leap into building D-Matrix

Resources:

Wentz deal worth it; Jets new GM won't have instant impact; Meaningless minicamp holdouts; Middlekauff Mailbag