Gavin Baker
speaker
1,686 appearances
2 recordings
1 series
first heard May 2026
last heard 4 Aug
Gavin Baker’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
But like, you're the experts.
If you do not speak your own truth, no one else will.
What have we missed?
I do think something that is missing from all of this conversation about compute is what is going to happen when you put these SRAM-based accelerators that are not constrained by HBMDRAM and are often made on older nodes that are not competing with the latest and greatest GPUs
When you disaggregate inference, people talk about pre-fill and decode, but decode is two parts, attention and feed-forward network.
And like the ultimate holy grail is if you could do pre-fill on one chip that probably doesn't have HBM DRAM, do the attention on a super high-powered chip with HBM DRAM, and then do the feed-forward network on one of these SRAM chips.
But like the ROI on adding these SRAM accelerators to the existing installed base of compute and new compute.
But like what we're seeing is you do better.
You just can't beat SRAM in particular for that feed forward network.
And no matter how much you try and get the ratio of compute to HBMDRAM to SRAM on the chip correct, the workloads are always changing and there's different workloads.
Being able to disaggregate it to these three parts, this is going to be really, really positive for the ROI on AI.
Lid at fireworks.
She is an absolute killer.
I think our friend Scott Wu.
Cognition is kind of... You're here to that one.
Yes.
I think those are the most obvious names.
It doesn't really feel like it does.
The fundamentals have gotten better since an IPO, like Rock 4.5, the Cursor acquisition.
Cursor has clearly accelerated meaningfully.
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