No Priors: Artificial Intelligence | Technology | Startups
The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO
At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to show@no-priors.com.
Sarah Guo is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or "Software 3.0" companies. She spent nearly a decade incubating and investing at venture firm Greylock Partners.
Elad Gil is a serial entrepreneur and a startup investor. He was co-founder of Color Health, Mixer Labs (which was acquired by Twitter). He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.
Show Notes
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Founder and CEO of full-stack AI chip company Fractile, Walter Goodwin, joins Sarah Guo to discuss the bets he’s made on the future of the chip market as other major players like Broadcom, NVIDIA, and AMD try to accelerate their workloads. They discuss the difference in Fractile’s newer approach on model architecture with a full-stack team in the current chip landscape and the technical bets they’re making in that direction. Walter also talks about compressing the gap between the chip design cycle and its payoff period, and making a generational leap in AI inference to realize the bet in volume against the value to be captured.
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Chapters:
– Walter Goodwin and Fractile Introduction
– The Chip Landscape Now
– Common Handoffs From Architecture-Focused Players
– Full Stack Approach and Team Setup
– Fractile’s Most Important Technical Bets
– Workload Predictions and Compressing the Chip Design Cycle
– Architect Intent to Output Bottlenecks and Accelerating Trials
– Workload Bets on Model Architectural Shifts
– The Future of AI Chip Players and Market Structure
– Conclusion
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