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Monad is not a fork. The tech stack does not exist elsewhere because it was custom built, from scratch. It's a new, highly performant and decentralized public chain that is 100% EVM compatible.

23,013 просмотров • 6 месяцев назад •via X (Twitter)

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Jensen Huang just looked at every tech giant building custom silicon. And laughed. Every major player is burning billions to escape the Nvidia tax. Google is building TPUs. Amazon is building Trainium. Meta is building MTIA. The logic makes sense on a spreadsheet. Design a chip perfectly tailored to your workload. Cut out the middleman. Own the stack. But the spreadsheet assumes the middleman is standing still. Huang: “Look at the number of ASICs that have been canceled… It’s not sensible, actually.” He is not questioning their engineering. He is questioning their math. Custom silicon takes years. Every design choice is a bet on a target that exists today. And Nvidia does not let today exist for long. Huang: “Because of our scale, our velocity, we’re the only company in the world that’s cranking it out every single year.” That is the real weapon. Not the chip. The clock. Nvidia stopped selling performance. They started selling time. By the time a custom ASIC tapes out, Nvidia has already shipped the next generation. The chip arrives obsolete. Not because it failed. Because it was built for a world that no longer exists. The graveyard of custom silicon is not filled with bad engineers. It is filled with slow ones. You cannot aim a three-year development cycle at a one-year moving target. Every company building custom silicon thinks they are building an escape route. They are building a time capsule.

Dustin

43,222 просмотров • 1 месяц назад