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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 1.
Appearances
With file, yeah.
Yeah, it's a little bit different dynamics there, I think.
They tend to make much more component models than the LM folks, I think.
Shifting gears, what about the silicon startups?
What's your take on those?
I mean, there's a ton of capital flowing into that, right?
We've seen, not numbers, but probably billions being invested in chip startups.
They have a captive customer, which is themselves.
Yeah.
I'm using cheaper providers.
It's a margin compression exercise, essentially.
But look, I think historically, if you look at it, typically, if a new entrance in markets didn't win by marginally improving on something existing, that happens sometimes, but more likely they jumped on some kind of disruptive technology leap, right?
Where it's like, we have a different approach, we have different technology.
Is that possible here?
I mean, to some degree, maybe it's over-simplifying a little bit, but I think part of the reason why the transformer model won was because it runs so incredibly great on GPUs, right?
Like a recurrent neural network is...
similarly performant it looks like, but it runs terribly on a GPU.
So, did we sort of pick the model for an architecture and now it's hard to come up with an architecture that, you know, really... Well, it's hardware software co-design, right?
They went SRAM instead of DRAM.
But then they usually have less DRAM, so there's a trade-off there as well.
Showing 101–120 of 1,314 · page 6 of 66
← Previous
Next →