Guido Appenzeller

speaker

1,314 appearances 8 recordings 1 series first heard May 2025 last heard 15 Jul

Guido Appenzeller’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.

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The a16z Show · Dylan Patel: GPT-5, NVIDIA, Intel, Meta, Apple · 18 Aug 2025 podcast

Yeah, yeah.

Shifting gears.

What about the the silicon startups?

Uh what's what's your take on those?

I mean th there's there's a ton of capital flowing in into that, right?

We've seen I'm not numbers, but probably billions uh being invested in in and chip startups.

So I think it's huge as well.

And it's

chain, right?

Like I'm using cheaper providers.

But look, I think historically, if you look at it, typically new entrants in markets didn't win by marginally improving on something existing.

That happens sometimes, but but more likely they they jumped on some of some kind of disruptive technology leap, right?

Whereas like we have a different approach, we have different technology.

Is that possible here?

I mean, to to some degree, um maybe this is over simplifying a little bit, but I think part of the reason why the transformer model won was because it runs so incredibly

terribly great on GPUs, right?

Like a like a recurrent neural network is similarly performant it looks like, but it it runs terribly on a on a GPU.

Yeah.

So so did we sort of pick the model for an architecture and now it's it's hard to come up with an architecture that uh, you know, really

Well, it

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