Rob Wachen
speaker
529 appearances
1 recordings
1 series
first heard Jun 2026
last heard 30 Jun
Rob Wachen’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
So all the decisions we make is how do we get the most token capacity online as possible?
And part of that is building a really good product that has way more throughput, that can run at way better latencies and so forth, so we can, per chip we make, get way more tokens online.
Another part of it is not doing parts of the stack, unless we absolutely have to, to get to giant scale.
So there are parts that we decided to do because it was absolutely required to get to scale.
Like building the rack instead of just building the chips.
Like doing a CM model instead of doing a JDM model.
But there are parts of it that are kind of noise to us right now.
Like we're not going and building our own data centers today.
That doesn't actually help us get more capacity online.
In general, our customers are actually making power and moving their clusters around to get our chips online because they're such high throughput.
If there was a world where other things were a constraint, we would totally go and integrate with them, but the reality is we're just purely focused on getting as many tokens online as possible.
And we'll fill the whole gap between.
A few weeks ago, there was a guy who was running a next generation AI chip for one of the frontier companies.
And he's trying to recruit one of our architects.
and actually kind of did an uno reverse card and started recruiting the person trying to recruit our guy.
And within a week we hired him.
And I was going on a walk as we were kind of finalizing the offer.
I was like, you're leading this super important project, why are you deciding to join?
And his answer was super interesting, which was, it fundamentally is not existential for my company
for this product to win.
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