Seeding the chips with frontier researchers first
From Is NVIDIA’s Moat a Psyop? 28x More Efficient AI Chips on Deeptech Decoded, with Elias Almqvist.
Transcript
piece that you need to get, like how are you going to approach this? And also what would be your differentiation so that you promise them something so amazing they won't even think of what they have in their mind. They will just drop and come with you.
Okay, in reality if you show up with the world's best chip and your software is like utterly like horrible, no one's gonna use it. That's what happened in Graphcore. Right? Even if you show up with the worst hardware in the world, with the worst software, obviously no one's gonna use that. And if you show up with like mediocre hardware, like worst hardware in the world, okay software, and it's currently the best software out there, then people are gonna use that. And that's literally just Nvidia. So it's really just a curve. So like, yeah, the only adopters won't be like these mega huge hyperscalers from day zero. It will be researchers. It will be people doing this frontier edge research, basically scientific discovery with the help of AI, ⁓ small startups, like people willing to actually try this thing because they are basically small, they can try it. And what you basically have to do is you sort of have to traverse the curve up and then...
Hmm.
reach more and more people, but as for our go-to market or whatever lingo you wish to use is we're basically seeding our chips and our ecosystem in these small number of people. And then over time that the ecosystem develops. And it's not like we're developing our own software ecosystem because that would be stupid because MLIR already exists. They like the open XLA project is like it exists. are using it today. Like if you, you ever use Jack's for example.
Hmm. So then you
They use, Miter is just that big evil blob thing, but that's not a story.
No, but actually then you aim for really ahead of the curve folks and most of the times these excited people are doing novel work, right? So then you're not just really going to very established companies, AI folks that building in that space, rather you go for after the researchers or startup folks. And actually you kind of draw parallels to the ecosystem. So you're not just trying to boom and then get bigger. No, no, no.
Yes. Yes.
