Invest Like The Best
Episode 356 Real-Time AI & The Future of AI Hardware
Invest Like The Best

Episode 356: Real-Time AI & The Future of AI Hardware

Invest Like The Best

Episode 356

Real-Time AI & The Future of AI Hardware

Gavin Uberti is the Chief Executive Officer at Etched.ai. We cover the hardware building blocks of AI models, how model-specific chips differ from traditional GPUs, and the need to build dedicated physical infrastructure to support the transformer revolution.

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(00:03:41) - (first question) - Born too late to explore the world, too early to explore the stars

(00:05:59) - Interpreting and defining superintelligence

(00:07:20) - Excitement we can have for an AI-driven future 

(00:09:25) - Overview and basic terminology of the transformers that power AI 

(00:15:53) - What Q* is and the rumors around it 

(00:20:41) - Robotics, machinery, and what’s interesting about them 

(00:23:18) - The problem of latency and computing power 

(00:8:55) - Needing to build physical infrastructure that doesn’t exist

(00:32:18) - Inference and training AI models 

(00:36:00) - Major stages of chip design and the upper limits of speed 

(00:45:56) - Customers for billion-dollar generative AI models

(00:48:56) - A sci-fi-esque reality and the politicization of AI

(00:50:38) - The Bitter Lesson and the implications of powerful AI models 

(00:56:27) - The most important companies in the AI space today 

(00:61:52) - Strategically building a defensible AI product 

(01:04:07) - Software development and why other AI companies fail 

(01:06:51) - Specialization and chip performance improvement 

(01:15:34) - Why the transformer remains the leading architecture 

(01:17:26) - A proliferation of models beyond the major players and data access

(01:21:19) - The kindest thing anyone has ever done for Gavin

Real-Time AI & The Future of AI Hardware

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.

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