Transcript
Introduction
Patrick
Last week, we heard from 99-year-old Charlie Munger on the show. Today, my guest is 21-year-old Gavin Uberti, who dropped out of Harvard to build Etched, which is one of the most fascinating companies I've seen recently. The topic of our conversation is the ongoing revolution in artificial intelligence and more specifically, the chips and technology that powers these incredible models. To date, general purpose AI chips like NVIDIA GPUs have powered the revolution, but Gavin's bet is that purpose-built chips hard coded for the underlying model architecture will dramatically reduce the latency and cost of running models like GPT-4.
Gavin thinks that we're about to embark on what he calls the largest infrastructure build-out since the Industrial Revolution, and I won't spoil what he thinks this will unlock for all of us. It is so uplifting to me that someone so young can be working on something so big. Please enjoy this great conversation with Gavin Uberti.