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Machine Learning Street Talk / episode intelligence

The Thermodynamic AI Computing Chip - Thomas Ahle

28 Jun 2026 15 published claims 2 attributable people

Speakers in the public record

Claim mix

evaluation 6belief 4commitment 2uncertainty 1prediction 1preference 1

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The useful parts, with receipts.

15 published records

01 / belief

Like, if we actually had some hypothetical real time adaptive divergent Claude, you know, would it be much better than the Claude that we already have? And, it's also related to the to the work that you guys do, because, the process of intelligence, in my view, is the creation of these coarse grainings, skills.

“Like, if we actually had some hypothetical real time adaptive divergent Claude, you know, would it be much better than the Claude that we already have? And, it's also related to the to the work that you guys do, because, the process of intelligence, in my view, is the creation of these coarse grainings, skills.”
Speaker
Tim Scarfe
Publisher
Machine Learning Street Talk

02 / belief

I think for a lot of this stuff, we're relying on the hope of some kind of escape velocity from code complexity that the models are gonna keep improving faster than our code gets messed up.

“I think for a lot of this stuff, we're relying on the hope of some kind of escape velocity from code complexity that the models are gonna keep improving faster than our code gets messed up.”
Speaker
Thomas Ahle
Publisher
Machine Learning Street Talk

05 / uncertainty

I don't know if you call it that. It's more like they took the classic test search engine and they replaced the evaluation function with a neural net, but like kind of a very shallow wide neural net that they can, that is really, really fast to evaluate.

“I don't know if you call it that. It's more like they took the classic test search engine and they replaced the evaluation function with a neural net, but like kind of a very shallow wide neural net that they can, that is really, really fast to evaluate.”
Speaker
Thomas Ahle
Publisher
Machine Learning Street Talk

06 / evaluation

I think there are other examples later on that nearly bankrupted some of these companies like TinyBucks that managed to make it through to the to the fab and it's yeah, it's it's a really different world again from software where we just, know, people fix stuff in prod, you just move fast and and break things.

“I think there are other examples later on that nearly bankrupted some of these companies like TinyBucks that managed to make it through to the to the fab and it's yeah, it's it's a really different world again from software where we just, know, people fix stuff in prod, you just move fast and and break things.”
Speaker
Thomas Ahle
Publisher
Machine Learning Street Talk

07 / evaluation

Right? And it's a serious problem, because it's all about epistemic subjectivity, which is that you generate things that you don't understand, and it convinces you that it's correct, and you can't see the glitches.

“Right? And it's a serious problem, because it's all about epistemic subjectivity, which is that you generate things that you don't understand, and it convinces you that it's correct, and you can't see the glitches.”
Speaker
Tim Scarfe
Publisher
Machine Learning Street Talk

09 / evaluation

Like in the past if if I wrote something and ask you to read it, you could at least have assumed that I would have spent 10 times more times writing it than you reading it.

“Like in the past if if I wrote something and ask you to read it, you could at least have assumed that I would have spent 10 times more times writing it than you reading it.”
Speaker
Thomas Ahle
Publisher
Machine Learning Street Talk

10 / prediction

Because there is some kind of a combinational closure, and that means from the primitives in an LLM, can do hill climbing, and we can build some computational structure to solve problems.

“Because there is some kind of a combinational closure, and that means from the primitives in an LLM, can do hill climbing, and we can build some computational structure to solve problems.”
Speaker
Tim Scarfe
Publisher
Machine Learning Street Talk

11 / commitment

Because as you say, like, we're we're we're building the AI and then the AI is helping us build better kernels, better software, better hardware, which then in turn makes the AI better and then, you know, you get this this kind of loop.

“Because as you say, like, we're we're we're building the AI and then the AI is helping us build better kernels, better software, better hardware, which then in turn makes the AI better and then, you know, you get this this kind of loop.”
Speaker
Tim Scarfe
Publisher
Machine Learning Street Talk

12 / evaluation

Like are you when you do reinforcement learning, I mean the chain of thought before the reinforcement learning and after reinforcement learning I think is very different because before it was kind of you try and prompt it and some tricks they kind of work and kind of doesn't work.

“Like are you when you do reinforcement learning, I mean the chain of thought before the reinforcement learning and after reinforcement learning I think is very different because before it was kind of you try and prompt it and some tricks they kind of work and kind of doesn't work.”
Speaker
Thomas Ahle
Publisher
Machine Learning Street Talk

13 / evaluation

Just for those licenses. And I think actually that's 1 of the reasons also why AI still is not as popular in the hardware space because they haven't been able to train like the models are not as trained to this kind of workloads because they just, it's not feasible.

“Just for those licenses. And I think actually that's 1 of the reasons also why AI still is not as popular in the hardware space because they haven't been able to train like the models are not as trained to this kind of workloads because they just, it's not feasible.”
Speaker
Thomas Ahle
Publisher
Machine Learning Street Talk

14 / evaluation

I mean that kind of maybe takes a little bit of the point out of the probability. But then you could also just, but then it's funny because you have these chips and like the chip manufacturers, they spend so much time like getting out every single little piece of noise out of their systems and like having these extremely sharp margins for everything like so much you know, precision is probably like the most precise business in the world.

“I mean that kind of maybe takes a little bit of the point out of the probability. But then you could also just, but then it's funny because you have these chips and like the chip manufacturers, they spend so much time like getting out every single little piece of noise out of their systems and like having these extremely sharp margins for everything like so much you know, precision is probably like the most precise business in the world.”
Speaker
Thomas Ahle
Publisher
Machine Learning Street Talk

15 / preference

Sometimes I think about it as the lovable for chip design. So we take it all the way from your intent through the design, through optimizing your design, to formalizing and verifying your design, all the way to tape out.

“Sometimes I think about it as the lovable for chip design. So we take it all the way from your intent through the design, through optimizing your design, to formalizing and verifying your design, all the way to tape out.”
Speaker
Thomas Ahle
Publisher
Machine Learning Street Talk
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