Public evidence record
Published podcast speaker
Claim ledger
20 transcript-backed records
01 / belief
“I don’t have that information, but I think a good ballpark is a 33% split between each of them.”
02 / belief
“I think that’s a pretty good assumption. If you look at the numbers, it might also turn out that it’s one tier down, and it’s DDR versus flash.”
03 / belief
“I think if you do it with a spreadsheet and actually model it out, you might notice when the money’s going down the drain.”
04 / belief
“I think often the number of active parameters could be in the range of a hundred billion, something like that.”
05 / belief
“I think starting with equalizing in cost is right, but depending on how you model the cost, this comes close to equalizing in data.”
06 / belief
“I think we just have to make some real-world assumptions here in order to do that.”
07 / belief
“If we think that the memory in a rack is a bottleneck, then there’s a constraint on how fast we can go.”
08 / belief
“The product we aim to build is far ahead on throughput, but then, actually, the surprising thing is we're competitive with the best on latency as well. I think that is a unique thing in offering both in the same place.”
09 / belief
“Our product is both training and inference, but I think the first sales will be an inference.”
10 / belief
“There's a few aspects to that. I think the first one is pick your memory system right.”
11 / belief
“You typically, I think the average rates really depends on process and so on, but small single digit number of defects per chip.”
12 / belief
“I think hardware companies in general are really exciting because you have such a broad range of skills of people on the team.”
13 / belief
“Data centers, which I think is power, primarily a little bit of buildout, but primarily power and good infrastructure there.”
14 / belief
“If you say they're going to service it never, then I think you actually can get where you want to be, but maybe with 100% tax on reliability rather than 10%.”
15 / belief
“The Frontier Labs have done a pretty good job of exploring it, but I think, as the hardware changes, the shape of the model should change for sure.”
16 / belief
“There's what the Rust marketing will say, which is "safe without a garbage collection," which I think is a real… It is the objective thing that you can say is different, but sort of buries the lead, which is also just it's got nice type system features that Go doesn't have.”
17 / belief
“We think probably the main thing will be similar to where NVIDIA is at, which is 4-bit precision. But I think a mix of different precisions is useful for just when you look at the research, sometimes you want some layers in higher precision or lower precision, and so on.”
18 / belief
“I think so. I'll just comment, by the way, this is a great time to be a supplier in this place.”
19 / belief
“Whereas I think a company like Google or NVIDIA, the next chip has to work for sure.”
20 / belief
“More labs, I think, is still interesting. Just can we do more on model architecture is always interesting.”