The thing about ASICs is that they're much faster and cheaper at doing specific things, but you're locked into that specific thing forever. So the question is, what is specific enough that it'll be around for a long time, but general enough that there's a large market for it? And the answer we came up with is transformers.
You might also like
In the case of Anthropic, the revenue has gone as high as $50 million per megawatt. What that now enables them to do is: 'Hey, if I spend 10 bucks on inference capacity, I actually generate 50 bucks of revenue, and then I can turn around and incrementally spend all of that profit on training.'
Dylan Patel
The China of 2036 will be vastly different than the China of 2026. Companies that used to manufacture luxury handbags are now becoming the brands themselves. Investors who used to copy American VCs are now running their own state-backed deeptech playbooks.
Packy McCormick
Both include new chips optimized for AI, with the M6 Mac Mini getting a $200 price bump.
Luke Larsen