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Grant Harvey

👤 Person
4294 total appearances

Appearances Over Time

Podcast Appearances

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

There's the latency of the human brain.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

And then there's the latency of like, we're doing this over streaming.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

So there's like this, the latency of like the streaming.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Yeah.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

I want to kind of like zoom out a little bit here because we have seen all of these really incredible deals announced recently between OpenAI and like every chip maker that I know of.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

They've got deals with NVIDIA.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

They've got deals with AMD.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Yeah, like there's all of this stuff going on.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

And NVIDIA is, from my understanding, a partner with you as well.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Is that correct?

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Because my understanding is that NVIDIA's CUDA is kind of like the reason, like, yes, their chips are the best right now, but also CUDA is really what keeps people locked in to work.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

I wonder, though, if it's not like, you know, because eventually you'll have to scale whatever the current architecture is in theory.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Or sorry, well, you'll have to scale whatever the architecture is that works if you're following the better the better lesson, which for people who forget what that is, is basically like if you have, you know, basically reinforcement learning scaled properly is like just all you need, essentially.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

That's a very.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

So five years from now, if modular succeeds at its mission, what do you think the AI infrastructure landscape looks like?

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

You know, with the caveat that we know that there's going to be this big kind of like shift where it's like either scaling works or we have to come up with something different.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

So we've established that that's a paradigm.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

True.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

It could be unanswered, I guess, by then.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

But what does modular look like in the future?