Bunch of things worthwhile listening to here:
- Are ASIC chips that run transformer architectures efficiently an inevitable part of the AI stack?
- Timestamp 55:50 - what are the opportunities for incumbents versus new startups in AI?
- early in the episode Gavin (the guest) considers the CPU->GPU->ASIC evolution in bitcoin mining and relates it to his beliefs about a likely progression of increasing specialization/performance requirements for transformer ASICs