Sid Sheth

speaker

1,110 appearances 2 recordings 1 series first heard Aug 2026 last heard 17 Aug

Sid Sheth’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 — 2 in all, peaking in Aug 2026 with 2.

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Eye On A.I. · Why People Are Paying 10x More for AI - and What That Means for the Chip Market | Sid Sheth, d-Matrix · 17 Aug 2026 podcast

It didn't change anything, it was augmented.

Like, look, you know, you can present this, you know, maybe talk about this this way.

This is another way you can say the same thing.

So it really was an augmentation tool.

Now it has become more of a

It's a copile.

I mean, I I don't know if copilot is the right word, but it's almost like uh it's like um, you know, an another version of me that is willing to debate with me, right?

It's not just an echo chamber, right?

Oh, it's uh all the Frontier Labs.

So you know Anthropic would be one of them, OpenAI would be one of them, XAI would be one of them, meta su meta superintelligence would be one of them, Google DeepMind would I mean all of them need this.

Everybody needs it.

Um there's no no other way, right?

I mean, uh they're gonna have to find a way to use

uh different type of low latency computing to augment

uh the throughput based computing that that they've been, you know, kind of doing with um HBM based solutions.

Uh some of the GPUs or other accelerators that all use HBM, uh just don't have the same levels of interactivity that

You know, the solutions we build are having, right?

You know, I I I know there was there was a big outflow.

Uh we saw over the last call it fifteen years where, you know, cloud became more and more popular and uh um

But I think it was it was, you know, uh a lot of the outflow uh that happened to the cloud was smaller companies.

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