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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

But we've taken those lessons and really tried to invest in fixing those mistakes and building a new platform.

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

And I think for more, certainly at least today, and Larry Page, when we were at Google, had a famous saying of, develop for the most sophisticated developer today, because that will be everyone tomorrow.

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

And

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

Today, that's us.

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

We are very much in the advanced user cohort, but five years from now, I would hope that that diffuses more broadly across enterprises and it's just easier and they have more optionality and they're able to do more with AI.

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

you know, than, than ever before, both in the data center and at the edge.

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

And the last thing, you know, certainly that, that we would hope for is that there is more diversity in Silicon.

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

I think, you know, I've always believed markets are enormously power law distributed.

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

Um, you know, I think you can look at any of the magnificent seven today and you could argue in their own individual right.

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

all of them are monopolies.

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

And I know that's probably a scary word to say for some people, but the reality of the market is there is enormous market power in each of those verticals.

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

And so being able to have more innovation down to the silicon level and see entrepreneurs go back to the raw atoms and physics of being able to

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

move bits around more efficiently and be able to build silicon and take out silicon and innovate in that space would be something that's incredible.

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

And I think what we're hoping in our platform, particularly as more developers adopt it, is that then it's easier for hardware manufacturers to come on board and use it.

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

And the analogy we try to apply there a little bit is similar to Android.

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

Android did a wonderful job of being an open ecosystem,

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

They helped unify a lot of the handset manufacturers to be able to have an operating system that was a different approach to Apple, but enabled them to compete in an ecosystem that then helped really now cover half the planet in terms of phone distribution.

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

We hope that there's a software layer there that makes them being able to plug into and compete quickly out of the box that drives more innovation there too.

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

And really what that achieves at the end is the best product should win.

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

I've always believed that if you can enable, if you can build tools and you can build infrastructure that act as a great equalizer, and at the end it drives more innovation across technology, that's a net positive for the world.