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Tim Davis
Co-founder and President of Modular, a company building a unified compute layer and AI software stack to run models across different hardware; former Google Brain engineer involved with TensorFlow and edge AI work.
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Nov 26, 2025
• 1h 1min
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M
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Tim Davis, Co-founder and President of Modular and former Google Brain engineer, dives into the revolution in AI infrastructure that his company is spearheading. He discusses the challenges of AI being tied to costly, vendor-specific hardware and introduces Modular's approach to creating a flexible compute layer. Tim highlights the impressive 70-80% cost reductions businesses can achieve and the need for a unified software stack to boost hardware competition. He also shares insights on modular programming and the importance of low-latency inference for real-world applications.
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