Tim Davis

speaker

552 appearances 1 recordings 1 series first heard Nov 2025 last heard 26 Nov

Tim Davis’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.

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The Neuron: AI Explained · The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M · 26 Nov 2025 podcast

and ultimately reduce their cost base by, I think it was 60 or 70%.

And so, why does that matter?

That matters in a few ways.

One, penetration of technology.

Fundamentally, if you can lower the cost threshold, then it becomes a lot more, it's easier for people to try it and adopt it.

And I think they're now 20X cheaper than their competitors in the TTS space.

But more importantly, it begins to map and make those interactions more real.

And this is not to say that a TTS model is in any way intelligent and understands what it's doing, but the use cases become more powerful because I still strongly believe there's some incredible companies working on things like preventative medicine and being able to call American citizens just to check on them and to be able to say things like, hey, look,

Did you take your pills today?

Are you feeling okay?

And if those responses can become more intelligent and we can help people in their everyday life by deploying that type of technology in a real-time fashion at scale, I think that makes coming to work every day worth it.

Yeah, they are.

I mean, we're trying to partner with all the silicon providers.

I think at the end of the day, what we're really trying to help unlock is it would be wonderful to see a lot more competition in silicon fundamentally.

And if software is what is restricting us,

I just think there's so many problems to solve in the world and so much innovation that can happen there.

And so our belief is by having a unified, independent compute platform, we can help other new startups in the chip space accelerate faster and adopt our infrastructure and move quicker to meet customers' needs.

Interesting.

Yeah, and you can look at the history of it.

I mean, it's now a 17-year-old platform.

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