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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

So today the open infrastructure we have is the framework, so Max and Mojo, which is the programming language.

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

You can just go to our website today, download that, start playing with it.

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

You can write operations for custom silicon.

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

You can write your own machine learning models and scale them on robots if you want.

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

All of that is available today.

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

We do work increasingly.

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

A lot of enterprise customers that come to us are still of the belief that we want data center-specific AI at massive scale.

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

And so, of course, they are looking for

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

uh, for, for cost gains and performance wins.

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

And so, you know, one of the, uh, the key customer, you know, I mean, we've, we're working with a lot of customers now, but, but one of the, you know, the, the sort of testimonial story is we worked with a, uh, you know, an awesome company called InWorld.

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

They're like an advanced, um, originally gaming, but now doing like an AI runtime.

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

Um, so it sort of metricizes and, and, and can do runtime environment for you in your, in your applications.

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

And they came to us and said, hey, look, you know, very advanced team.

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

They're all X deep mind.

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

And, you know, they said, look, we're using all this open infrastructure of LLM and other things, but we need, like, here's our use case.

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

And again, to reiterate, this is how people approach, you know, what they're trying to solve.

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

We have a text-to-speech model, and we want to get the first two-second audio chunk back to a user in under 200 milliseconds.

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

is what we want to be able to achieve.

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

Yeah, we know exactly what they're trying to solve for.