It took me only 20 minutes of research: - Company is 1 year & 8 months old. - No product available yet, not even a demo. - Founders have no AI hardware experience, and also under 30. - They use catchy terms like "ASICs". - Nvidia invests billions per year and have a product, they just have a render and say: "we're 20x better, trust". Even a 12 year old would do better due diligence than those investors, it's so pathetic really.
It's hard to tell. Until we see a demo, or very detailed hardware information, your right to be skeptical. Whoever can crack Inference, will make a ton of money. So far groq is the only real contender to NVIDA, and they could start to make a serious dent in their market share next year.
From a technical standpoint, it's not like they're making a fusion reactor; it's just an ASIC specifically designed for transformers. They're just gambling on whether transformers are here to stay or not. Who knows, a paper might come out tomorrow about a much better architecture that makes transformers and their product, obsolete.
Intel and AMD will definitely have their share of the market. TSMC is at max capacity and investing in other semiconductor companies will be an absolute power move, I keep increasing my shares manageably. Different chips are good at different things and Nvidia has been very specialised, which leaves other aspects of Al open.
certainly kayla, i had bought NVDA shares at $300, $475 cheap b4 the 10 for 1 split and with huge interest I keep adding, i’m currently doings the same for PLTR, POET and AMD constructively. Best possible way to get ahead, is participating behind top experienced performers.
I agree, i own three business, right now I'm compiling and picking stocks that l'd love to hold on to for a few years before retirement, do you think these stocks would do better over the years? My goal is to have at least $2 million saved for retirement.
Obviously AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
Annette Christine Conte is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just googled her and I'm really impressed with her credentials; I reached out to her since l need all the assistance l can get. I just scheduled a caII.
I keep telling both friends and family; Now is the perfect time to own a Tech Stock, With everything going on and seeing how the world is been run by AI and all Tech is here to stay and you don’t want to miss it
With everything going on in the market My advice to anyone starting out in the market is to seek guidance as its the best way to build long term wealth while managing your risk and emotions with the passive investing strategy.
Actually, I’ve actually been looking into that lately, the news I've been seeing in the market hasn't been so encouraging honestly. If you don't mind me asking who's the person guiding you?
My CFA. Jennifer Alaine , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Can’t lie the name sounds too familiar I’ve come across individuals talking about her great service I guess this is a sign to try her out. Thanks for sharing
TSMC's 2023 revenue was 70.6B. Even if 100% of this company's 120M went to TSMC it would amount to just 0.17% of TSMC's revenue. Why would they prioritize this guy's job over their existing customers who also need their limited capacity?
nice. exactly my point. sohu needs sub 3 nm n2 node chips for them to have a chance. Nvidia haters like intel will fund these guys and they will be successful if they agree. 20b dollars minimum to book a production run at samsung or TSMC. last i checked, all q4 2024 and q1,q2,q3 2025 production fab run schedules are fully booked and paid for.
Young people don't really know the enormous amount of work for an end-to-end full stack solution to be able to even have a slight chance to compete with Nvidia. This is the nth (n > hundreds) startup led by young enthusiastic founder who is going to waste investors' money.
Yet its always kids like this who end up changing the world. Your not smarter than the investors, there is a reason they take massive gambles on kids like this and if just one in 10 are successful thats a massive win. Its not “wasting investors money”. Its highly ambitious trying to innovate something new and it may work and it may not. If everybody had your small minded viewpoint i wouldn’t be typing this on an iPhone of using facebook.
@@johnpats7024 I am sorry, not it this case. I am in the field and know what I am talking about. I judged by what he said technically and not making a blanket statement on "always kids like this who end up changing the world" like yours. It really requires deep understanding across a few fields in computer science, computer engineering, and applications domains where parallel processing make sense.
Yes, I saw that! It's amazing how well NVIDIA is performing despite the overall market volatility. It's got me thinking about re-evaluating my portfolio.
I agree. The tech sector, particularly companies like NVIDIA, seems to be a good investment. I remember my advisor, Desiree Ruth Hoffman, mentioning the potential of NVIDIA about two years ago. I followed her advice, and my portfolio has grown from $150k to $700k since then.
I've had a similar experience. I was initially skeptical about hiring a financial advisor, but after hearing about Desiree from you guys, I decided to give it a shot. In just two years, my portfolio has also grown significantly, and I feel much more secure about my financial future.
It sounds like she's really helped all of you. I'm considering reaching out to her. How does she approach investment strategies, especially with volatile stocks like NVIDIA?
Desiree is very thorough. She conducts a deep analysis of market trends and individual stock performances. With NVIDIA, she saw the long-term potential and advised me to hold on even when the market was shaky. Her strategic approach and personalized advice have been invaluable.
This interview to me is addictive of why broadcast television is dead. It’s like eating a Twinkie for dinner. Where is the beef? This guy should’ve been interviewed for at least an hour and they should’ve gotten into the details.
@@StuartJ there are several of these ASIC inference startups.. it's far too early to tell if any will successfully grab any significant ongoing market share. Once these companies go public, then we can watch their financial results and decide whether to invest.
@@StuartJ takes more than good chips to gain market share. And I only care about what I can invest in. Right now, no significant competitors have emerged to Nvidia.
you are definitely not understand the tech. ASIC is a known tech. They apply it to transformer model. It is not a scam or imagination. I am sure many companies will pop up soon to do same.
Gavin say's, *_"Nvidia does a bunch of things slower, we do one thing 20 times faster."_* Ludlow say's, *_"What makes your chip different"_* as if he didn't hear the first answer.
@@manonamission2000 Ambiguous? Lets see. Gavin *_"our chips are different, they do one specific thing... 20 times faster"_* Nope, zero ambiguity there. Ludlow, like you apparently, either didn't hear or understand.
Maybe nvidia will buy them and integrate their tech for a hybrid with GPUs. Anyway, I think this startup is just advertising for a big company to buy them.
Thanks for including the timestamp. CNBC did a short segment recently titled "You don't know nVidia" that started and ended showing a whiteboard printed "en-vi-dee-yah". I guess they realized the analysts they put on should at least know how to pronounce the name if they want to be taken seriously for their so called expert commentary and "insights". One side effect of AI in general and nVidia in particular is the exposure of hypocrisy that is the foundation of the financial establishment. It would be a sad day if "nuh-vi-dee-yah" goes out of the popular lexicon as it will be slightly less easy to spot the charlatans.
First of all, they are not competing with Nvidia. They are making a TPU, not a GPU. Secondly, I have food in my fridge that has been around longer than this company. They are soooo far away from being soooo far away.
Everyone has been trying to take on nvidia since 1997. Intel and AMD have not been able to catch nvidia in 30 years. All of a sudden a few stock analysts think it will be easier for a startup to all of a sudden start out of the gate? Thats like wanting a brand new start up to catch Azure in enterprise domain cloud Software. Those who grew up building gaming rigs know. Lol.
Come back when you have something working. Would be interesting to see a real test where its better than whats available today. Its possible because other companies want nvidia to fail and sometimes young people come with breakthroughs
@@manonamission2000 Its literally only been gravy for a few months, I'd hardly call that 'forever'. Rome wasn't built in a day so Etched has a lot of work ahead. I support competition and innovation, however, A King isn't King because you rolled out of bed and learned about him. Nvidia has been decades in the making, that's infrastructure, R&D, and supply chains. This isn't a web app. That being said, power to Gavin i'm sure he'll be successful in tech whether Etched succeeds or not, but Jensen isn't losing sleep. $120MM in this industry is a drop in the bucket, Jensen just cashed out 30MM for play money.
The reason big boys buy Nvidia chips and not Intel/AMD is because of CUDA (the software that underpins the whole thing), not just the raw performance. I hope the folks at Etched understand this clearly. Nvidia has been perfecting CUDA since 2006. Even Intel/AMD are no where close.
Understand what? He's 21, this isn't a web app. Hardware is hard, but I respect the Genghis Khan in anyone. He gets to take a moonshot bet using OPM and if he fails, he'll have on his record his first startup failure experience which in the Valley gets you more OPM for future bets.
@@ZevUhuru I couldn't agree more mate. Google's TPU is essentially a large (and mature) ASIC made specifically for neural networks training and inference. Google still buys lots of Nvidia GPUs. People should think why before getting too excited :)
in case u didnt realize, you are 3 Decades+ Behind Nvidia and everyone else in the game, mr CEO. You're dealing in the cutting-edge hardware domain that also needs cutting-edge software to work which is really, really, really challenging to do. its not as simple as coming up with some new platform like Airbnb, Mr CEO.
Nvida are king at training, but only with inference at the moment. Others specialising in inference are going to eat their lunch, and then some. It's the largest market, by an order of magnitude.
It is not a big gamble. Transformers are the future. There is no competition yet. If there were no transformers, there will no chatGPT or any other LLMs now.
What bs is this. Other already established semis are pivoting internally to capture some of nvidias market share.... That is companies that already know what they are doing
All these college tech heads, nerds, and dropouts are going to change the world: Elizabeth Holmes, Sam-Bankman F., and now this young cat. They can't reach their own goals, let along change the world. Throw them more money... I smell another DISASTER in the making.
@@P4yn3 Blood Sweat Tears by those owners started those companies not VC funding, and you can't even compare the boomers and early pioneers with this silver spoon 🥄 generation of privileged wannabes. Steve Jobs started Apple with $1,300. Gates saved up money he made contracting. Jeff Bezos started Amazon with $300,000 from parents, and Zuckerberg started Facebook with a $1,000 of his own money. No millions here.....Nowadays, these kids want a shortcut to the top. Sorry Charlie...
@@P4yn3 The pioneers you mentioned started those companies with Blood, Sweat, and Tears. There was no VC money. People nowadays are looking for a shortcut to the top. Ain't happening. And if it does; disaster will likely follow. Steve Jobs started Apple with $1,300. Bill Gates started Microsoft with the money he saved up from contract worth. Jeff Bezos started Amazon with a $300,000 loan from his parents. Zuckerberg invested $1,000 in Facebook.
What stops Nvidia to develop the same type of chip? The algoritm (Transformers) is well known. Nvidia have billions in the bank and they have the right people and know how to do it. The only reason to not do it would be you’re cannabalizing your own markets and it could lead to some blowback by customers who’ve receptor invested heavily into Nvidia existing datacenters and chips, but my gut tells me Jensen and Nvidia won’t let a newcomer with 120$ million dollar investment take over their market advantage. They’ll pump in billions and develop similar chips in parallell and do it quickly just as insurance.
By "YouSum Live" 00:00:00 Specialized chip for transformer models vs. flexible accelerators 00:00:31 Unique chip design enables high throughput and low latency 00:01:30 Betting on transformers as the future of AI models 00:02:04 Transformers evolving beyond language models to images and videos 00:03:01 Shift towards larger AI models with billions of parameters 00:03:54 Capital-intensive nature of developing specialized AI chips 00:04:25 Collaboration with TSMC for scaling production of specialized chips 00:04:47 Differentiation from GPU technology in chip advancement and performance 00:05:50 Capital allocation for product development and business scaling 00:06:04 Specialization in transformer architecture as a strategic business focus By "YouSum Live"
My advice to everyone is this : if you want to grow big this year especially in your finances. Be willing to make investments. Saving is great but investing puts you on a pedestal where you wouldnt have to worry about savings as you do now. With Samantha Jack, my portolio is doing really great and im proud of the decisions i made last year.
this guy needds minimum 20 billion dollars to even have a chance at AISC chips robust enough to outgun blackwell based solutions from NVIDIA. he needs lots more investors and better algorithms..else....waste of investor money.
Every body wants to lead the AI race, from algorithms to microchips. They don't want to democratice the AI, they only want to be the next or only AI giant
He has zero IP.....he has and will have nothing to sell and I'd bet Nvidia already have a transformer design closer to realization. An implementation of Google's algorithm or architecture isn't IP. The more I see these things the more I realize Peter Theil is an idiot. Up there with Musk... the village idiot.
![Stromae, Pomme - “Ma Meilleure Ennemie” (from Arcane Season 2) [Official Visualizer]](http://i.ytimg.com/vi/1F3OGIFnW1k/mqdefault.jpg)
It took me only 20 minutes of research:
- Company is 1 year & 8 months old.
- No product available yet, not even a demo.
- Founders have no AI hardware experience, and also under 30.
- They use catchy terms like "ASICs".
- Nvidia invests billions per year and have a product, they just have a render and say: "we're 20x better, trust".
Even a 12 year old would do better due diligence than those investors, it's so pathetic really.
I think they are legit
It's hard to tell. Until we see a demo, or very detailed hardware information, your right to be skeptical.
Whoever can crack Inference, will make a ton of money. So far groq is the only real contender to NVIDA, and they could start to make a serious dent in their market share next year.
that's some deep research...
After 1 minute of research my balls are huge
From a technical standpoint, it's not like they're making a fusion reactor; it's just an ASIC specifically designed for transformers. They're just gambling on whether transformers are here to stay or not. Who knows, a paper might come out tomorrow about a much better architecture that makes transformers and their product, obsolete.
Intel and AMD will definitely have their share of the market. TSMC is at max capacity and investing in other semiconductor companies will be an absolute power move, I keep increasing my shares manageably. Different chips are good at different things and Nvidia has been very specialised, which leaves other aspects of Al open.
This is the type of in-depth detail on the semiconductor market that investors need, also the right moment to focus on the rewarding AI manifesto.
Im unconvinced about intel future. Do you really think nvidia can keep up this surge rate and stream for the better part of the decade.
certainly kayla, i had bought NVDA shares at $300, $475 cheap b4 the 10 for 1 split and with huge interest I keep adding, i’m currently doings the same for PLTR, POET and AMD constructively. Best possible way to get ahead, is participating behind top experienced performers.
I agree, i own three business, right now I'm compiling and picking stocks that l'd love to hold on to for a few years before retirement, do you think these stocks would do better over the years? My goal is to have at least $2 million saved for retirement.
Amazingly, people are starting to get the uniqueness of Palantir.
Obviously AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
Annette Christine Conte is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just googled her and I'm really impressed with her credentials; I reached out to her since l need all the assistance l can get. I just scheduled a caII.
I keep telling both friends and family; Now is the perfect time to own a Tech Stock, With everything going on and seeing how the world is been run by AI and all Tech is here to stay and you don’t want to miss it
With everything going on in the market My advice to anyone starting out in the market is to seek guidance as its the best way to build long term wealth while managing your risk and emotions with the passive investing strategy.
I've achieved a remarkable 1 2 7 % roi this pst month, credited to the exprt guide of my fin advsr.
Actually, I’ve actually been looking into that lately, the news I've been seeing in the market hasn't been so encouraging honestly. If you don't mind me asking who's the person guiding you?
My CFA. Jennifer Alaine , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Can’t lie the name sounds too familiar I’ve come across individuals talking about her great service I guess this is a sign to try her out. Thanks for sharing
Bloomberg: We have a 7-minute slot to fill
Gavin: Hi
😂
TSMC's 2023 revenue was 70.6B. Even if 100% of this company's 120M went to TSMC it would amount to just 0.17% of TSMC's revenue. Why would they prioritize this guy's job over their existing customers who also need their limited capacity?
nice. exactly my point. sohu needs sub 3 nm n2 node chips for them to have a chance. Nvidia haters like intel will fund these guys and they will be successful if they agree. 20b dollars minimum to book a production run at samsung or TSMC. last i checked, all q4 2024 and q1,q2,q3 2025 production fab run schedules are fully booked and paid for.
Homey is an AI
NVIDIA will probably have more capacity and will outpace them significantly.
Once Groq start manufacturing out of Samsung's Texas fab, they will be a real threat to Nvidas dominance in inference.
Everybody will taking from Nvidia's market share. Nvidia is a giant bubble to burst.
Never say never!
The reason tech bubbles hardly cause any real world problems is that only rich people lose their money… when these start ups fail
I sold all my Nvidia shares and bought TSMC. Etched and Nvidia rely on them. They are currently building two factories in Arizona.
They better be underground for when China strikes
ditch TSMC, buy ASML without asml machines tsmc is nothing😂😂😂
you might invest on the device that manufacturers the chips instead!!
I thought this was going to be a bot comment
@@GursimarSinghMiglani ASML vs. ASMR
Young people don't really know the enormous amount of work for an end-to-end full stack solution to be able to even have a slight chance to compete with Nvidia. This is the nth (n > hundreds) startup led by young enthusiastic founder who is going to waste investors' money.
Yet its always kids like this who end up changing the world. Your not smarter than the investors, there is a reason they take massive gambles on kids like this and if just one in 10 are successful thats a massive win. Its not “wasting investors money”. Its highly ambitious trying to innovate something new and it may work and it may not. If everybody had your small minded viewpoint i wouldn’t be typing this on an iPhone of using facebook.
@@johnpats7024 I am sorry, not it this case. I am in the field and know what I am talking about. I judged by what he said technically and not making a blanket statement on "always kids like this who end up changing the world" like yours. It really requires deep understanding across a few fields in computer science, computer engineering, and applications domains where parallel processing make sense.
Do you think Jensen knew exactly what tf you're talking about right now too?
Did you all see the new release of NVIDIA's stock earnings? The results are incredible, and their stock is surging.
Yes, I saw that! It's amazing how well NVIDIA is performing despite the overall market volatility. It's got me thinking about re-evaluating my portfolio.
I agree. The tech sector, particularly companies like NVIDIA, seems to be a good investment. I remember my advisor, Desiree Ruth Hoffman, mentioning the potential of NVIDIA about two years ago. I followed her advice, and my portfolio has grown from $150k to $700k since then.
I've had a similar experience. I was initially skeptical about hiring a financial advisor, but after hearing about Desiree from you guys, I decided to give it a shot. In just two years, my portfolio has also grown significantly, and I feel much more secure about my financial future.
It sounds like she's really helped all of you. I'm considering reaching out to her. How does she approach investment strategies, especially with volatile stocks like NVIDIA?
Desiree is very thorough. She conducts a deep analysis of market trends and individual stock performances. With NVIDIA, she saw the long-term potential and advised me to hold on even when the market was shaky. Her strategic approach and personalized advice have been invaluable.
I remember them from like 6 months ago, nice to know that they're on track to fullfil their vision
Young man speaks slow and methodically. I like his level of maturity 👍🏾
This interview to me is addictive of why broadcast television is dead. It’s like eating a Twinkie for dinner. Where is the beef? This guy should’ve been interviewed for at least an hour and they should’ve gotten into the details.
their PR team is fkn amazing - i see them everywhere now :) wishing them the best of luck!!
10 years later, the guy is still looking for funding....10 years later, nvdia is a 10 trillion company
Nvidia already priced in next 5 years. From here it will only go down.
I think you haven't gotten it yet.. @bpolat
Looking Forward to Etched Success!
I guess $120M will buy you a single working prototype, but you're got to start somewhere. Im looking forward to cheaper npu's availability.
By the time this guy gets something to market .. Nvidia will be several generations beyond Blackwell ... nobody can keep pace at volume.
Nvidias week spot is inference. And it's the largest market. Groq is already far superior (at scale), but they won't have the volume for another year.
@@StuartJ there are several of these ASIC inference startups.. it's far too early to tell if any will successfully grab any significant ongoing market share. Once these companies go public, then we can watch their financial results and decide whether to invest.
@@KrustyKlown Groq say they are not interested to go public. Once they start making chips out of Samsung's Texas Fab, they could dominate inference.
@@StuartJ takes more than good chips to gain market share. And I only care about what I can invest in. Right now, no significant competitors have emerged to Nvidia.
And, ya think Nvidia isn’t already working on ‘transformer’ like algorithms in future chips.
I’m afraid this guy is following in the footsteps of Theranos
At least there's no chance of him being pregnant and behind bars. 🤣
you are definitely not understand the tech. ASIC is a known tech. They apply it to transformer model. It is not a scam or imagination. I am sure many companies will pop up soon to do same.
this is only inference. nobody can compete against Nvidia in actually training the LLMs
Inference is the largest market, and a competitor could wipe out NVIDIAs market share for that if they can scale up fast enough.
Agreed, the market for inference is orders of magnitude bigger than training
Gavin say's, *_"Nvidia does a bunch of things slower, we do one thing 20 times faster."_*
Ludlow say's, *_"What makes your chip different"_* as if he didn't hear the first answer.
Gavin's comment is ambiguous... could be referring to either corporate bloat or the chip...
Ludlow focused back on the chip itself
@@manonamission2000 Ambiguous? Lets see.
Gavin *_"our chips are different, they do one specific thing... 20 times faster"_*
Nope, zero ambiguity there. Ludlow, like you apparently, either didn't hear or understand.
How is this different then Gorq?
Its weed not him
Confidently raising capital for something that he hasn't built yet .. a familiar story.
Steve Jobs smoked weed too
@larryace4683 Bruce Lee has 2 leg and 2 arms like you too :)
Transformers: Robots in disguise!
How is this high school kid talking about transformer and gen AI models. Sheeeeesh!!
Lol sounds very much like the good ol days of crypto scams 😂😂😂
20x cut on latency and throughput is just insane, but makes sense if its etched in silicone because you dont have to construct it virtually.
Maybe nvidia will buy them and integrate their tech for a hybrid with GPUs. Anyway, I think this startup is just advertising for a big company to buy them.
Nvidia won’t buy them. They’re exactly doing what Google TPUs do
"What's to prevent Nvidia from doing the same thing as you and squashing you like the bugs you are?" - Mr. Wonderful
this kids gonna be big!
Yes, but you need manufacturing capacity at scale.
bro is the best salesman ever
Every car could conceivably have its own onboard 4trillion parameter LLM
4:32 he just pronounced it “nuh-vi-dee-yah,” so I don’t know how seriously to take him 😂
N V envy Nvidia
Thanks for including the timestamp. CNBC did a short segment recently titled "You don't know nVidia" that started and ended showing a whiteboard printed "en-vi-dee-yah". I guess they realized the analysts they put on should at least know how to pronounce the name if they want to be taken seriously for their so called expert commentary and "insights". One side effect of AI in general and nVidia in particular is the exposure of hypocrisy that is the foundation of the financial establishment. It would be a sad day if "nuh-vi-dee-yah" goes out of the popular lexicon as it will be slightly less easy to spot the charlatans.
You can tell he has speech impediments. Don't make jokes about people who's smart, backed and funded + he's a CEO.
It's about to get more interesting! Routing for Etched as well. I think this will make only make Nvidia more aggressive.
$120m not enough for TSMC 3nm and 4nm
TSMC is their partner.
More like it aims to ride the hype and scamming some idiot money bag.
Watch investors through billions into this without any research ever.
He tries to sell his company to NVIDIA
First of all, they are not competing with Nvidia. They are making a TPU, not a GPU.
Secondly, I have food in my fridge that has been around longer than this company. They are soooo far away from being soooo far away.
This guy needs to find enough money to compete with Nvidia. Good luck my man.
Did he just leak the size of gpt4? As 1.8 trillion
Not a leak, his source is Semianalysis... and 2 trillion for Claude 3 Opus
Everyone has been trying to take on nvidia since 1997. Intel and AMD have not been able to catch nvidia in 30 years. All of a sudden a few stock analysts think it will be easier for a startup to all of a sudden start out of the gate? Thats like wanting a brand new start up to catch Azure in enterprise domain cloud Software.
Those who grew up building gaming rigs know. Lol.
Great talk thank you
Come back when you have something working. Would be interesting to see a real test where its better than whats available today. Its possible because other companies want nvidia to fail and sometimes young people come with breakthroughs
It is already working. Their partner is TSMC, the largest chip manufacturer.
@@bpolat I heard about it, but it's not a real product yet. But i hope it goes well, i wish them luck
Let's just say Jensen won't be losing any sleep for the foreseeable future, this was cute though.
Well he might. His top engineers are all retiring, because their stock optons are worth $10-20M 😂
gravy trains don't run forever.... and complacency is a thing
@@manonamission2000 Its literally only been gravy for a few months, I'd hardly call that 'forever'. Rome wasn't built in a day so Etched has a lot of work ahead. I support competition and innovation, however, A King isn't King because you rolled out of bed and learned about him.
Nvidia has been decades in the making, that's infrastructure, R&D, and supply chains. This isn't a web app. That being said, power to Gavin i'm sure he'll be successful in tech whether Etched succeeds or not, but Jensen isn't losing sleep. $120MM in this industry is a drop in the bucket, Jensen just cashed out 30MM for play money.
Jensen is just a showman. He just pumping stock price and cashing out. Many retail investor will burn after this hype is over.
@@bpolat Do you people think before rambling? Go Do Your Own Research on how much stock Jensen sold since his net worth catapulted.
This is similar to Groq's LPU
Who's man's is this??
Young people are funny he could learn a lot from Jensen it's possible to exceed him but I won't see this happening decades from now
There are no chips yet
500 toks per s is wild *for inference
return of the asics
Couldn’t Nvidia just do the same ? Especially with all their r&d
not worth it, too risky at nvidia's size and age and inertia
better to let young and nimble companies risk it, then acquire them
Unless you got more money than them, i wouldn't bother
Startups rarely have more money than the incumbents that they seek to displace in the early days.
The reason big boys buy Nvidia chips and not Intel/AMD is because of CUDA (the software that underpins the whole thing), not just the raw performance. I hope the folks at Etched understand this clearly. Nvidia has been perfecting CUDA since 2006. Even Intel/AMD are no where close.
That's only relevent for training. Look at Groq. They don't use CUDA, but are able to host popular LLM models, within hours of their release.
Understand what? He's 21, this isn't a web app. Hardware is hard, but I respect the Genghis Khan in anyone. He gets to take a moonshot bet using OPM and if he fails, he'll have on his record his first startup failure experience which in the Valley gets you more OPM for future bets.
@@StuartJ Besides Nvidia, I also use Intel Arc for inference. Nvidia works out of the box but with Intel there is a lot to do.
@@ZevUhuru I couldn't agree more mate. Google's TPU is essentially a large (and mature) ASIC made specifically for neural networks training and inference. Google still buys lots of Nvidia GPUs. People should think why before getting too excited :)
You think NVIDIA is not working on that?
Sounds like an executive enrichment scheme. “We’re building our own silicon and our own servers”……well what do u think nvidia has revolutionized LOL
in case u didnt realize, you are 3 Decades+ Behind Nvidia and everyone else in the game, mr CEO.
You're dealing in the cutting-edge hardware domain that also needs cutting-edge software to work which is really, really, really challenging to do.
its not as simple as coming up with some new platform like Airbnb, Mr CEO.
Nvida are king at training, but only with inference at the moment. Others specialising in inference are going to eat their lunch, and then some. It's the largest market, by an order of magnitude.
@@StuartJlol sure
@@Vancouver_Island_Guy oops, over invested are you?
@@StuartJ um no lol
Big gamble, sound business plan, good luck!
It is not a big gamble. Transformers are the future. There is no competition yet. If there were no transformers, there will no chatGPT or any other LLMs now.
lil bro looking for investor money to do nothing.
Hop on the hype-train of AI, investors.
Then we will rug you all through this quick scheme...
chatgpt needs to increase the number of parameters to infinite and to build more data centers until the whole earth is covered with data denters ;)
What bs is this. Other already established semis are pivoting internally to capture some of nvidias market share.... That is companies that already know what they are doing
do one thing, do it well
Sounds like a used car salesman.
All these college tech heads, nerds, and dropouts are going to change the world: Elizabeth Holmes, Sam-Bankman F., and now this young cat. They can't reach their own goals, let along change the world. Throw them more money... I smell another DISASTER in the making.
bill gates, steve jobs and many others did
what exactly are you fucking crying about? do you even know?
@@P4yn3 Blood Sweat Tears by those owners started those companies not VC funding, and you can't even compare the boomers and early pioneers with this silver spoon 🥄 generation of privileged wannabes. Steve Jobs started Apple with $1,300. Gates saved up money he made contracting. Jeff Bezos started Amazon with $300,000 from parents, and Zuckerberg started Facebook with a $1,000 of his own money. No millions here.....Nowadays, these kids want a shortcut to the top. Sorry Charlie...
@@P4yn3 The pioneers you mentioned started those companies with Blood, Sweat, and Tears. There was no VC money. People nowadays are looking for a shortcut to the top. Ain't happening. And if it does; disaster will likely follow. Steve Jobs started Apple with $1,300. Bill Gates started Microsoft with the money he saved up from contract worth. Jeff Bezos started Amazon with a $300,000 loan from his parents. Zuckerberg invested $1,000 in Facebook.
why Soho? −the same name as Chinese search engine
Sohu
Who is funding this dude, and do they seriously imagine cashing out in an IPO?
If you watch video you will see how is funding. All well know VCs.
@@bpolat That's not my point. What kind of person invests with this dude?
@@GordonMoatfor diversification
@@manonamission2000 LOL
Marketing man
Interesting… very.
don't youhave to have something equivalent to cuDA to even make that claim? i call bull
What stops Nvidia to develop the same type of chip?
The algoritm (Transformers) is well known. Nvidia have billions in the bank and they have the right people and know how to do it. The only reason to not do it would be you’re cannabalizing your own markets and it could lead to some blowback by customers who’ve receptor invested heavily into Nvidia existing datacenters and chips, but my gut tells me Jensen and Nvidia won’t let a newcomer with 120$ million dollar investment take over their market advantage. They’ll pump in billions and develop similar chips in parallell and do it quickly just as insurance.
By "YouSum Live"
00:00:00 Specialized chip for transformer models vs. flexible accelerators
00:00:31 Unique chip design enables high throughput and low latency
00:01:30 Betting on transformers as the future of AI models
00:02:04 Transformers evolving beyond language models to images and videos
00:03:01 Shift towards larger AI models with billions of parameters
00:03:54 Capital-intensive nature of developing specialized AI chips
00:04:25 Collaboration with TSMC for scaling production of specialized chips
00:04:47 Differentiation from GPU technology in chip advancement and performance
00:05:50 Capital allocation for product development and business scaling
00:06:04 Specialization in transformer architecture as a strategic business focus
By "YouSum Live"
Looks like ASICs are back in vogue again.
My advice to everyone is this : if you want to grow big this year especially in your finances. Be willing to make investments. Saving is great but investing puts you on a pedestal where you wouldnt have to worry about savings as you do now. With Samantha Jack, my portolio is doing really great and im proud of the decisions i made last year.
I’m new at this, how can I reach her?
Wow. I'm a bit perplexed seeing Samantha Jack being mentioned here also. Didn't know she has been good to so many people too, this is wonderful.
gram with her username
Fxsamanthaj, that's it
At nicegram
this guy needds minimum 20 billion dollars to even have a chance at AISC chips robust enough to outgun blackwell based solutions from NVIDIA. he needs lots more investors and better algorithms..else....waste of investor money.
That smug face lol
No prototype no expertise but US$120M in his pocket. Are investors really this desperate?
😂😂😂
Nvidia is giant bubble to burst soon.
Every body wants to lead the AI race, from algorithms to microchips. They don't want to democratice the AI, they only want to be the next or only AI giant
This punk is a joke
What's matter? Got NVIDA shares? You better sell them quick 😂
I’m excited for new techies to come outta nowhere. But Nvidia should be good for a minute. They seem aware
Set for failure
后生可畏
😂😂😂😂
Scam company
L😂
长江后浪推前浪，世上新人赶旧人
If this had any chance of taking off NVDA would have or is thinking about buying it.
He has zero IP.....he has and will have nothing to sell and I'd bet Nvidia already have a transformer design closer to realization.
An implementation of Google's algorithm or architecture isn't IP.
The more I see these things the more I realize Peter Theil is an idiot. Up there with Musk... the village idiot.