Frontier Chips for Frontier AI Labs, with Walter Goodwin, Founder/CEO of Fractile
No Priors: Artificial Intelligence | Technology | Startups

Frontier Chips for Frontier AI Labs, with Walter Goodwin, Founder/CEO of Fractile

B2Upper-intermediateOctober 2, 202635 min
  • Interview
  • Technology

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 be...

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Right now we're trying to build a single chip. If you crack open an Nvidia system it has anywhere

that is really really potent. So there's already a gap there, you know, it'd be great to be

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0:00

Right now we're trying to build a single chip. If you crack open an Nvidia system it has anywhere between kind of six and nine custom chips all built by Nvidia to come together to build something that is really really potent. So there's already a gap there, you know, it'd be great to be productive enough that we could start to build our own responses in that same kind of way. This

0:17

idea of being able to have at any given moment a kind of rolling frontier of bets that you hope are deeply aligned and which you're ready to trigger the ramp of, this is a huge advantage if you can kind of build that machine and build that engine. It's the equivalent of the Frontier model for the chip space,

0:33

is if you can just find a way to structurally carve out a three to six months advantage, you will be winning all of those deployments. Hi, listeners. Welcome back to No Priors.

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