Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

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

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

And so, why does that matter?

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

That matters in a few ways.

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

One, penetration of technology.

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

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.

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

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

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

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

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

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,

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

Did you take your pills today?

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

Are you feeling okay?

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

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.

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

Yeah, they are.

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

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

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

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.

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

And if software is what is restricting us,

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

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

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

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.

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

Interesting.

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

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

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

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