Gavin Uberti

speaker

403 appearances 1 recordings 1 series first heard Jun 2026 last heard 30 Jun

Gavin Uberti’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Invest Like the Best with Patrick O'Shaughnessy · Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480] · 30 Jun 2026 podcast

I think that allows you to go ahead and have the same product in many, many different hands.

And you're able to go then serve way more users on a single scale up cluster.

It allows you to get closer to that point for co-conserving too.

My first job ever was at a company called Exnor, where I did kernels development.

I was 17, and a 17-year-old can't sign illegally binding contracts.

So rather than go ahead and do a traditional CIA, they went ahead and sat me down and said, Gavin, don't share this information.

And Exnor was one of the only companies that saw, hey, maybe this is a good trade, and had to work building kernels.

And a number of other companies since, Exnor got bought by Apple for $200 million, did the same thing at Octo that got bought by NVIDIA for hundreds of millions of dollars.

But when you do this sort of kernels work, what you realize is that the math is relatively easy, but to get high-speed decode, the thing that matters is data movement.

Almost all the work that you do is optimizing how do you move data around a single chip or across multiple chips.

That's why we went ahead and built this cluster scale memory tech.

We bring that interconnect time way, way lower.

You can do way more movement and as a result, get a much faster time to generate each subsequent token and build these crazy things Rob's talking about for doing a year's worth of work in a month or more than that in the future.

For example, I was very active in FTC Robotics.

I was lucky to have a very talented partner, Sanford.

For a long time, we were part of a traditional school team where it was about 20 guys all working together as often typical of FIRST Tech Challenge.

And the goal is to go out and build a robot that scores the most points in a bunch of other things too.

And first, they put a lot of emphasis around collaborating with other teams, around trying to do really good documentation, around trying to go ahead and get others inspired to go do the same thing.

Sanford and I decided, rather than go ahead and do it this way, we're going to win.

And we did nothing else besides boulder about that scored the most points.

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