Jason
👤 PersonAppearances Over Time
Podcast Appearances
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.
on the enterprise side and Propic is just absolutely crushing.
So what are we seeing?
We're seeing a nascent market get created.
We saw an allocation of traffic that basically favored one company over everyone.
And now we're starting to see a sorting function and a classifier in all of these different markets.
It's like breaking apart, right?
There'll be winners in science.
There'll be winners in enterprise level coding.
There's going to be winners on the chat side.
And where are the advantages going to be?