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
We'll see.
We probably know more about trinium three than the MI450.
But that's a hard game to play.
So you have to do something different.
And you have to do something different that is also hard to do.
So I think the best path for these startups, my rule of thumb is 1% market share is going to be worth 100 billion.
100 billion is a pretty good venture outcome.
And I think what Jinson would say is, okay, if somebody does something different and it gets to one or two or three percent share.
We'll make that chip.
And that's coming for everyone.
But if you're trying to make a better GPU, good luck.
If you are doing something different, it also needs to be hard to do.
And you can make different trade-offs.
The disaggregation of pre-fill and inference really have opened the aperture for making these different trade-offs because you can make very aggressive trade-offs for decode, aggressive.
Yeah, I have a great colleague named Andrew Fox who said, prefill, picture a British naval ship from the 18th century.
Prefill is loading the cannon, decode is firing.
And what pre-fill literally is, is just the model understanding the question, the prompt, and then keeping track of its own answer.
And that is fundamentally a memory capacity bound problem.
Decode is the process of generating new tokens, and that is memory bandwidth constraint.
So if
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