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Tim Davis

๐Ÿ‘ค Speaker
552 total appearances

Appearances Over Time

Podcast Appearances

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

And there's methodology behind that, and I can spend time talking about it.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Yeah.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

But fundamentally, the goal was enabling our engineering teams to be able to write high-performance kernels and low-level operations that could scale when AI models execute across different types of silicon.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

So we started building that, and we also started building it in a way that was heterogeneous.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

So what I mean by that is we believed from our infrastructure work at Google that the future was going to be lots of hardware interacting and different types of hardware interacting with each other.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Part of this was from, like I talked about, the mobile experience.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

You have four different types of architectures on a mobile phone.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Ideally, you want them all working together.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

You want them all humming together.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Well, again, if you don't have a programming model that can actually program all four different types of accelerators, that becomes really hard.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

And so we said, well, let's create this new programming model that makes it easier to actually program, for example, a CPU and a GPU together.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

If we could do that, that's like stage one to getting more utilization, more efficiency out of the hardware.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

And the big challenge in doing that was,

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

cool, but could we meet the performance of someone like NVIDIA on their own silicon?

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Is that possible?

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Because if we couldn't achieve that, from a commercial standpoint, from a business standpoint, no one in the world is going to be like, wow, I love your idea, but wait, I lose dollar per token per watt.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

100%.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

It's just not possible.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

So we started by doing that and that's low level.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

It typically is for more advanced programmers.