20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source: Deepseek Building Own Chips
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
00:00
Some Model Teams See Owning Silicon As Strategic
- Building custom chips for models is increasingly argued as defensible to own compute and optimize efficiency.
- Rory softened his prior view after acknowledging model-specific silicon can materially improve performance versus general GPUs.
Play episode from 45:27
Transcript
