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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 so the challenge they had was as you scale throughput, the latency explodes.

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

So the problem is as more and more users come onto their system, those concurrent requests end up

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

Each one ends up getting higher and higher on the latency threshold.

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

And so, you know, it's really interesting.

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

There's a couple other customers that I can't name yet, but there was this really interesting user observation in that, right?

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

And what the user observation is, irrespective of how intelligent a model is, if the latency threshold goes up, you know, an everyday person interacting with AI thinks the model is dumber.

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

Right?

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

And so what that means is that as a consumer of technology, you're sitting there and you're like, you know, if it's a text-to-speech model, you're saying, you know, maybe it's a nursing agent or a healthcare agent or there's something going on, right?

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

And you say, it rings you up or it does whatever and it says, hey, you know, how are you feeling today?

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

And if you say, oh, well, you know, I'm not actually feeling that great.

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

And then 10 seconds later, the model goes...

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

Well, that's no good.

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

You're like, what is going on with the person I'm speaking to?

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

sort of tries to stop and then you're like, oh, you know, even in our conversation and, you know, I apologize anyway, if I, I interrupt you guys, but if, if, you know, you go to talk and then I go to talk, I'm like, oh no, Grant, you go, or no, Corey, you go.

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

And so there's this weird, uh, back and forth interaction.

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

The internet's still a factor.

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

And so it's wonderful to hear those stories because at the end of the day, like, you know, infrastructure is a tool and you want to understand, but how is this actually impacting, you know, what you're trying to build and really understand what is the application, what is the end state?

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

And so for them, using our infrastructure on, you know, they were deploying on Blackwell machines, which is, you know, incredible piece of silicon from NVIDIA.

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

We were actually able, you know, for them to 4X the performance over VLLM