Jason
👤 SpeakerAppearances Over Time
Podcast Appearances
Of course, but I think it could be a good conversation.
You know who we've never had on the pod?
Stan Druckenmiller.
Let's get Druck before we get Michael Brewer.
I have both of them.
I think TPU is an incredible product.
I'm biased, but
I think it's an incredible architecture.
This latest spin is very profound.
But I also think that what we are quickly seeing is that there's going to be a highly fragmented layer of decoding chips that exist in the marketplace.
Grok is one.
TPU is one.
Microsoft has a spin.
Amazon has Inferentia.
Facebook, I think, is apparently spinning up their own silicon.
So we're going to get to disaggregated decode pretty quickly.
The question is, who will win?
There will be a bunch of different solutions.
I think what's incredible about Google is, I don't know if you saw the stats, but they went from 8% share to 16% share of the entire chat market as of this last month.
That's an incredible stat.