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Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'Shaughnessy

Gavin Uberti - Real-Time AI & The Future of AI Hardware - [Invest Like the Best, EP.356]

Dec 12, 2023 · 1h 25m
AI Summary
  • Gavin Uberti, 21-year-old Harvard dropout, founded Etched to build purpose-built AI chips optimized for specific model architectures versus general-purpose GPUs
  • Argues purpose-built chips dramatically reduce latency and cost compared to Nvidia GPUs, positioning company at forefront of AI infrastructure
  • Frames current moment as 'largest infrastructure buildout since industrial revolution' with unlocked potential for broader AI applications

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