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
If you were a chip designer, this gives you a richer canvas to paint on.
But even so, it needs to be hard.
Because if you make different trade-offs in that iron triangle to optimize for memory capacity, and they're not hard trade-offs to make, NVIDIA is going to make those same trade-offs, they get better prices from Taiwan Simi than you're ever going to get.
Good luck.
And they have the advantage of working with every model company and optimizing their designs.
By the way, another very funny thing is there's this.
This process, if you're a VC and you're investing in a semiconductor company, that is telling you they are going to have an advantage because of a Taiwan semi process that they have special access to, I promise you that Jinson saw that process when it was a twinkle in Taiwan Cimi's eyes.
They know more about it than this little company with 200 people.
Can imagine Taiwan CB, everybody in the supply chain, is showing Jensen everything.
The same way they're showing Amazon everything, AMD everything.
TPU everything and that's another reason.
Don't go try to make a better GPU.
So you can do something different.
You can paint in the pre-fill canvas, you can paint in the decode canvas.
But you also have to do something hard because if it gets to scale, you're gonna have those four companies as very fast followers.
My firm was a venture investor in Cerebrus.
What Cerebrus has done is something hard and fundamentally different.
Way for scale computing.
It comes with a set of trade-offs, but that architectural decision they made was hard.
and lets them do something that no one else can do.
Showing 1261–1280 of 1,686 · page 64 of 85
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