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"We have a supply-demand problem in energy today and we need more supply." Base Power CEO Zach Dell and Crusoe CEO Chase Lochmiller on why distributed power is the answer — and what's standing in the way: "We can deploy that capacity much faster and much cheaper than you...

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The Hill & Valley Forum

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13,368 次观看 • 3 个月前 •via X (Twitter)

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BREAKING: Zach Dell (Zach Dell) CEO of Base Power says " Chinese models are going to overtake domestic models in usage." "I spend a lot of my time thinking about energy, the country, & our ability to consume, generate, store, sell electricity. And I spend a lot of time thinking about China & their ability to produce & consume electricity. One thing that has been interesting to me is Chinese tokens & the rate at which they're being generated & the cost. My hot take is that Chinese models are going to overtake domestic models in terms of usage. If you look at platforms like OpenRouter & other online platforms where you can track model usage, I think the Chinese are gonna continue investing incredibly heavily in energy production. They're going to capture the Watt flop or the Watt token spread by turning a lot of that energy into compute. And that's gonna drive massive amount of usage in Chinese models, which just means we have to go faster. The US energy infrastructure industry has to go faster. We have to build power faster. We have to develop compute infrastructure faster. We must accelerate." "We're here at Hill & Valley, which has me feeling awfully patriotic." Base Power at Hill & Valley Forum 2026 (The Hill & Valley Forum)
1:22

BREAKING: Zach Dell (Zach Dell) CEO of Base Power says " Chinese models are going to overtake domestic models in usage." "I spend a lot of my time thinking about energy, the country, & our ability to consume, generate, store, sell electricity. And I spend a lot of time thinking about China & their ability to produce & consume electricity. One thing that has been interesting to me is Chinese tokens & the rate at which they're being generated & the cost. My hot take is that Chinese models are going to overtake domestic models in terms of usage. If you look at platforms like OpenRouter & other online platforms where you can track model usage, I think the Chinese are gonna continue investing incredibly heavily in energy production. They're going to capture the Watt flop or the Watt token spread by turning a lot of that energy into compute. And that's gonna drive massive amount of usage in Chinese models, which just means we have to go faster. The US energy infrastructure industry has to go faster. We have to build power faster. We have to develop compute infrastructure faster. We must accelerate." "We're here at Hill & Valley, which has me feeling awfully patriotic." Base Power at Hill & Valley Forum 2026 (The Hill & Valley Forum)

Molly O’Shea

41,529 次观看 • 3 个月前

"We made a huge mistake. And 'we' being business, government, and military." Jamie Dimon on China: "There was this general assumption they'd become more democratic and more free. And it didn't really happen that way." "Too many people were changing the supply chains just because they're buying a piece of equipment for $10 less." "Business was making a lot of money there and they were like, 'Leave me alone.' It was a mistake." "We need to say: 'Can we, if they ever become an adversary, have all the things we need?' Now's the time to do it." The Hill & Valley Forum 2026 The Hill & Valley Forum J.P. Morgan Mike Gallagher
1:53

"We made a huge mistake. And 'we' being business, government, and military." Jamie Dimon on China: "There was this general assumption they'd become more democratic and more free. And it didn't really happen that way." "Too many people were changing the supply chains just because they're buying a piece of equipment for $10 less." "Business was making a lot of money there and they were like, 'Leave me alone.' It was a mistake." "We need to say: 'Can we, if they ever become an adversary, have all the things we need?' Now's the time to do it." The Hill & Valley Forum 2026 The Hill & Valley Forum J.P. Morgan Mike Gallagher

The Hill & Valley Forum

640,092 次观看 • 2 个月前

My appearance at the Hill and Valley Forum w/ @basedmikelee. We talked about why America is a nation of Founders, and how we can get government out of the way to unleash innovation and competition.
26:26

My appearance at the Hill and Valley Forum w/ @basedmikelee. We talked about why America is a nation of Founders, and how we can get government out of the way to unleash innovation and competition.

Shyam Sankar

10,660 次观看 • 1 年前

Q: It's thought in the paddock that your car is actually the best chassis and if you can get that extra bit of power you are the ones to beat. So are you thinking if we can just get this [Engine ADUO] we know we have an incredible car? Lewis Hamilton: "Yes absolutely, I mean the guys at the factory have done an amazing job with the car and we still have improvements to make but the car is fantastic it's just it's a battle of development through the season obviously some people bring upgrades one weekend and others the other but yeah we're just at the mercy of the lack of power that we have and I know that everyone worked really hard on the engine and reliability is obviously is very good it's just when you're lacking that straight line speed against the Merc it's very very tough but nonetheless you know we have to expect that the rest of the season that's just the way it is so we'll just try and see if we can continue to add on to the car and try and close the gap if we can go through quicker through corners in some races maybe we can get closer to a challenge in front of us." F1 2026 || Canada
1:14

Q: It's thought in the paddock that your car is actually the best chassis and if you can get that extra bit of power you are the ones to beat. So are you thinking if we can just get this [Engine ADUO] we know we have an incredible car? Lewis Hamilton: "Yes absolutely, I mean the guys at the factory have done an amazing job with the car and we still have improvements to make but the car is fantastic it's just it's a battle of development through the season obviously some people bring upgrades one weekend and others the other but yeah we're just at the mercy of the lack of power that we have and I know that everyone worked really hard on the engine and reliability is obviously is very good it's just when you're lacking that straight line speed against the Merc it's very very tough but nonetheless you know we have to expect that the rest of the season that's just the way it is so we'll just try and see if we can continue to add on to the car and try and close the gap if we can go through quicker through corners in some races maybe we can get closer to a challenge in front of us." F1 2026 || Canada

sim

23,426 次观看 • 1 个月前

Holder: You know, they have elections in Russia, and Putin gets 95, 93% of the vote. We’ll continue to have elections here in the US. The question is whether or not the elections that we have here will be meaningful ones—whether the people will actually get the opportunity to express their views on the policy direction of the nation. And so again, it’s all about power—whether it’s gerrymandering, weakening the Voting Rights Act to take power away from people who the people in power now think are not supportive of them. It’s all about the acquisition and the use of power. And that’s one thing that we on the progressive side, on the Democratic side, have got to get used to. It’s not a bad thing for us to say that we want to acquire and use power. Doesn’t mean we’re going to use it in the same way that Republicans and conservatives have—in the negative way that they have done it. But Roosevelt wasn’t afraid of acquiring and using power. Johnson wasn’t afraid of acquiring and using power. That’s what we have to be about. And so, fighting back the way in which Governor Newsom has, and folks in California, by putting together Prop 50, is exactly what we have to do. We’ve got to fight for this.
1:50

Holder: You know, they have elections in Russia, and Putin gets 95, 93% of the vote. We’ll continue to have elections here in the US. The question is whether or not the elections that we have here will be meaningful ones—whether the people will actually get the opportunity to express their views on the policy direction of the nation. And so again, it’s all about power—whether it’s gerrymandering, weakening the Voting Rights Act to take power away from people who the people in power now think are not supportive of them. It’s all about the acquisition and the use of power. And that’s one thing that we on the progressive side, on the Democratic side, have got to get used to. It’s not a bad thing for us to say that we want to acquire and use power. Doesn’t mean we’re going to use it in the same way that Republicans and conservatives have—in the negative way that they have done it. But Roosevelt wasn’t afraid of acquiring and using power. Johnson wasn’t afraid of acquiring and using power. That’s what we have to be about. And so, fighting back the way in which Governor Newsom has, and folks in California, by putting together Prop 50, is exactly what we have to do. We’ve got to fight for this.

Acyn

73,227 次观看 • 8 个月前

DeepMind CEO Demis Hassabis says the AI bottleneck is already moving from model ideas to physical supply chains. "How much of the restriction at this point is physical? I am talking memory shortage, GPU shortage, and electricity." Demis: "That is constraining a lot of the deployment for sure. We see so much more demand for our models - Gemini and the other models that we have - than we can possibly serve." Then the less obvious part: "It does constrain a little bit the research, because you need a lot of chips to be able to experiment on new ideas at big enough scale that you can actually see if they are going to work." And on memory: "The whole supply chain is kind of strained... It still in the end actually comes down to a few suppliers of a few of the key components. Anywhere where there is some kind of constraint on the capacity, there is a sort of choke point." Important framing: The next AI race is not just who has the best model architecture. It is who can secure memory, chips, power, suppliers, and enough experimental capacity to find the next breakthrough before everyone else.
1:09

DeepMind CEO Demis Hassabis says the AI bottleneck is already moving from model ideas to physical supply chains. "How much of the restriction at this point is physical? I am talking memory shortage, GPU shortage, and electricity." Demis: "That is constraining a lot of the deployment for sure. We see so much more demand for our models - Gemini and the other models that we have - than we can possibly serve." Then the less obvious part: "It does constrain a little bit the research, because you need a lot of chips to be able to experiment on new ideas at big enough scale that you can actually see if they are going to work." And on memory: "The whole supply chain is kind of strained... It still in the end actually comes down to a few suppliers of a few of the key components. Anywhere where there is some kind of constraint on the capacity, there is a sort of choke point." Important framing: The next AI race is not just who has the best model architecture. It is who can secure memory, chips, power, suppliers, and enough experimental capacity to find the next breakthrough before everyone else.

Karl Mehta

25,716 次观看 • 17 天前

"We don't have enough machinists. We don't have enough quality inspectors. We don't have enough welders in the country." Hadrian CEO Chris Power on how a modern software-driven factory works differently from traditional manufacturing: "At that task level, we have to get them 90% more productive." "If you want to train a Navy welder today it's going to take you a decade. So we have to augment the skills with software." "The flexibility to constructing something like a submarine demands is incredibly what we call high-mix, low-volume." "If you're building a Toyota Camry you're making 20,000 of them a year... You can easily automate a million iPhones." "What the software enables is running at that level of factory productivity but with the flexibility that something like a submarine demands." "So it's really the velocity and agility and reducing the amount of people because we just don't have the people in the US." "We have to get this productivity uplift with software and a new workforce." Chris Power Hadrian David Ulevitch 🇺🇸
2:00

"We don't have enough machinists. We don't have enough quality inspectors. We don't have enough welders in the country." Hadrian CEO Chris Power on how a modern software-driven factory works differently from traditional manufacturing: "At that task level, we have to get them 90% more productive." "If you want to train a Navy welder today it's going to take you a decade. So we have to augment the skills with software." "The flexibility to constructing something like a submarine demands is incredibly what we call high-mix, low-volume." "If you're building a Toyota Camry you're making 20,000 of them a year... You can easily automate a million iPhones." "What the software enables is running at that level of factory productivity but with the flexibility that something like a submarine demands." "So it's really the velocity and agility and reducing the amount of people because we just don't have the people in the US." "We have to get this productivity uplift with software and a new workforce." Chris Power Hadrian David Ulevitch 🇺🇸

a16z

46,195 次观看 • 3 个月前

"Why does our FDA still incentivize all of this innovation to go to China?" Tweets from Zach Weinberg: "You can go to China, you can run a first-in-human study in a Chinese population at a Chinese hospital, you get your result, and then you can take that result back to America and skip the line." "I don't have to redo that Phase 1 and Phase 2 in a Western nation. I can use my Chinese data to open a Phase 3 study here and go for an approval." "Think about the incentive structure for a US biotech. You have to go to China. There is no alternative path because you've got competition on the other side who is racing ahead with infrastructure that you can't use." "We don't inspect, we don't audit, we don't send inspectors to these clinical trial sites. We have no idea what's actually going on." The Hill & Valley Forum 2026 The Hill & Valley Forum
3:19

"Why does our FDA still incentivize all of this innovation to go to China?" Tweets from Zach Weinberg: "You can go to China, you can run a first-in-human study in a Chinese population at a Chinese hospital, you get your result, and then you can take that result back to America and skip the line." "I don't have to redo that Phase 1 and Phase 2 in a Western nation. I can use my Chinese data to open a Phase 3 study here and go for an approval." "Think about the incentive structure for a US biotech. You have to go to China. There is no alternative path because you've got competition on the other side who is racing ahead with infrastructure that you can't use." "We don't inspect, we don't audit, we don't send inspectors to these clinical trial sites. We have no idea what's actually going on." The Hill & Valley Forum 2026 The Hill & Valley Forum

The Hill & Valley Forum

61,870 次观看 • 3 个月前

as I'm sure many of you have come to realize - "waking up" is very different from "understanding" why things in the world and on TV seem to be happening at a pace and in a way that you cannot affect or do anything about - nor can you look or walk away, for very long. that's the place I needed to get to in order to understand that we really are watching a scripted movie, that in fact, the only thing we can do is know about it, wake people up to it and enjoy the show - and PRAY. this clip encapsulates where it's all headed and why.
1:33

as I'm sure many of you have come to realize - "waking up" is very different from "understanding" why things in the world and on TV seem to be happening at a pace and in a way that you cannot affect or do anything about - nor can you look or walk away, for very long. that's the place I needed to get to in order to understand that we really are watching a scripted movie, that in fact, the only thing we can do is know about it, wake people up to it and enjoy the show - and PRAY. this clip encapsulates where it's all headed and why.

The Rubber Duck ™

32,584 次观看 • 10 个月前

Lewis: "Can we get extra power? Is there a qualifying mode?" Charles: "Is there a way to actually get..." Lewis: "So can we get more power?" Charles: "Can we get more power? Can you tell us something? At least once during the weekend." Lewis: "Which button do we press for more power? What does that do [points to a button]?" Charles thinking they found the 'more power' button 😭
0:27

Lewis: "Can we get extra power? Is there a qualifying mode?" Charles: "Is there a way to actually get..." Lewis: "So can we get more power?" Charles: "Can we get more power? Can you tell us something? At least once during the weekend." Lewis: "Which button do we press for more power? What does that do [points to a button]?" Charles thinking they found the 'more power' button 😭

sin ⁴⁴

373,541 次观看 • 1 年前

🚨UNCANNY VALLEY: THE NEXT BIG AI LEAP WON’T COME FROM BIG TECH Forget trillion-dollar budgets. The real bet? Community. clem 🤗: “In AI, a lot of people have been thinking that most of the power and impact is going to be concentrated in a few companies. We think quite differently. If you really unleash the power of the community in a very decentralized way, you can actually have much more impact than one or two organizations.” More brains, fewer boardrooms. And maybe, just maybe, a safer future. Uncanny Valley with Hugging Face CEO clem 🤗 — only on 𝕏
2:04

🚨UNCANNY VALLEY: THE NEXT BIG AI LEAP WON’T COME FROM BIG TECH Forget trillion-dollar budgets. The real bet? Community. clem 🤗: “In AI, a lot of people have been thinking that most of the power and impact is going to be concentrated in a few companies. We think quite differently. If you really unleash the power of the community in a very decentralized way, you can actually have much more impact than one or two organizations.” More brains, fewer boardrooms. And maybe, just maybe, a safer future. Uncanny Valley with Hugging Face CEO clem 🤗 — only on 𝕏

Mario Nawfal

40,624 次观看 • 1 年前

Elon Musk explains the Kardashev Scale: "That's the most objective metric that any alien species, say, visiting us would calibrate how much progress we've made as a civilization, and one of the most objective ways to do that is the amount of power that any given civilization has been able to harness, and there was a Russian physicist, actually, who thought about this, and it's, I think, it's a good way to characterize it, which is you can have, you can assess how well a civilization is harnessing the power available on the planet, that's type I. And then type II would be how much of the star's power are you harnessing, and then type III would be how much of the galaxy's power are you harnessing. These are very objective and measurable numbers, so right now we're very low on the Kardashev I scale, like, what proportion of our planet's power are we harnessing, it's a very, very tiny number, and basically we're harnessing almost nothing of our stars' power, so the sun is truly an immense state. We don't even know how to do level III, really. AI will figure it out. One way to appreciate the size of the sun is to think about how heavy is the sun compared to all the rest of the mass in the solar system. So, the sun is about 99.86% of all mass in the solar system. It's everything, and then all the remaining 1.14% most of that is Jupiter, one planet."
2:39

Elon Musk explains the Kardashev Scale: "That's the most objective metric that any alien species, say, visiting us would calibrate how much progress we've made as a civilization, and one of the most objective ways to do that is the amount of power that any given civilization has been able to harness, and there was a Russian physicist, actually, who thought about this, and it's, I think, it's a good way to characterize it, which is you can have, you can assess how well a civilization is harnessing the power available on the planet, that's type I. And then type II would be how much of the star's power are you harnessing, and then type III would be how much of the galaxy's power are you harnessing. These are very objective and measurable numbers, so right now we're very low on the Kardashev I scale, like, what proportion of our planet's power are we harnessing, it's a very, very tiny number, and basically we're harnessing almost nothing of our stars' power, so the sun is truly an immense state. We don't even know how to do level III, really. AI will figure it out. One way to appreciate the size of the sun is to think about how heavy is the sun compared to all the rest of the mass in the solar system. So, the sun is about 99.86% of all mass in the solar system. It's everything, and then all the remaining 1.14% most of that is Jupiter, one planet."

DogeDesigner

53,283 次观看 • 1 个月前

AOC: "If our party can get to a place where everyone can buy into Medicare, I'm gonna take that too. We all need to take that step. And so there's that piece. We need to break up the monopolies that are happening in our health care insurance. The idea that a health insurance can own the PBM can own the drug manufacturer can now own the doctor's clinics. It is outrageous. We need to break them up. We need to take on corporate power. Politicians have to stop taking their money. And we need to also allow everyone to buy into Medicare, ah, and, and have that option to level the playing field for everybody. So, to me, you know, these are just where we can get started."
0:58

AOC: "If our party can get to a place where everyone can buy into Medicare, I'm gonna take that too. We all need to take that step. And so there's that piece. We need to break up the monopolies that are happening in our health care insurance. The idea that a health insurance can own the PBM can own the drug manufacturer can now own the doctor's clinics. It is outrageous. We need to break them up. We need to take on corporate power. Politicians have to stop taking their money. And we need to also allow everyone to buy into Medicare, ah, and, and have that option to level the playing field for everybody. So, to me, you know, these are just where we can get started."

Winter

364,201 次观看 • 4 个月前

Tomorrow, we publish a new The Edge Podcast with Robinhood GM of Crypto, Johann Kerbrat. This clip might be the clearest articulation I’ve ever heard on why Ethereum's roadmap is working, and why Robinhood chose to build its own L2 using Arbitrum. + Ethereum offers security, with proven decentralization + New L1s = centralized databases + EVM liquidity is essential for tokenized stocks & RWAs + Arbitrum’s tech stack wins on engineering merit No edits. No spin. Just a major U.S. fintech explaining why they’re building the future of finance on Ethereum. Real validation for those of us who are long term Ethereum/ETH investors. Here is the clip and transcript for Johann answering why Robinhood chose to build its own Ethereum L2: "You see a lot of companies right now building their own L1. And for us, we felt excited about this idea where we can control anything that we want to build and we don't have to deal with any other chain to talk to or anything like that. But at the same time, creating the security of a real proper decentralized chain is extremely difficult, as you know. And we basically get that for free with Ethereum. The network has been going on for a very long time now and the security is stable and it's decentralized. And I think that's really the key two points that we wanted to have. When you look at some of these new L1s that are being created, it's not really decentralized and it's not really secure. So at the end of the day, you're basically having like a... fancy database that is probably a bit slower to use than an actual database. And so we didn't really see the value in that. With Ethereum, we get the security by default. The second thing that we get by having an L2 is that you get all this liquidity that is already part of all the EVM compatible chains. And that was also a very important decision factor for us. If we really want to bring the stock market onto the chain, we need to have this liquidity. It's not going to be possible if it's in a closed loop or in a closed chain that nobody can access and you need to have like 20 different hoops before you can bridge to that chain. So for us, that was kind of the two elements that we really wanted to focus on and that's why we decided on building on Ethereum. And then we decided on Arbitrum mostly because we love the technology. There's a few things that we are excited about. For example, Stylus. It's a way that we can basically use different language into the chain and we can build on top of that. We also like the way that they prioritize transactions that is, we think, a better way than some of the competition. And so basically we'll use the Arbitrum stack and we'll create our own L2, which will make us also compatible with all the Arbitrum chains. And so we think it's kind of the best of all the worlds. But for us, the idea is like we will start with public stock, and then we think that we can tokenize anything really, not just stocks. It can be private stock, it can be art, it can be real estate, whatever you want to think of. And so we really wanted to have a platform that is kind of easy to build on and we can keep adding on it. At the same time, we know that regulation are going to be hard on some of these products, especially when it comes to financial products. You always have different regulators. You have different rules depending on the region. If you're in the EU versus the US versus LATAM. And so we felt like we wanted to have our own layer that we could customize for these needs. And then anyone that is building on the chain will also be able to benefit from what we are building, versus just putting everything in a contract that will be just good for the people that are using the Robinhood contracts. But so at this point, we announced the chain in June. We are in private test right now, and then we'll do more announcements in the future." Subscribe for the full episode tomorrow! ► Newsletter: ► Spotify: ► Apple: ► Youtube: ► Pods:
3:27

Tomorrow, we publish a new The Edge Podcast with Robinhood GM of Crypto, Johann Kerbrat. This clip might be the clearest articulation I’ve ever heard on why Ethereum's roadmap is working, and why Robinhood chose to build its own L2 using Arbitrum. + Ethereum offers security, with proven decentralization + New L1s = centralized databases + EVM liquidity is essential for tokenized stocks & RWAs + Arbitrum’s tech stack wins on engineering merit No edits. No spin. Just a major U.S. fintech explaining why they’re building the future of finance on Ethereum. Real validation for those of us who are long term Ethereum/ETH investors. Here is the clip and transcript for Johann answering why Robinhood chose to build its own Ethereum L2: "You see a lot of companies right now building their own L1. And for us, we felt excited about this idea where we can control anything that we want to build and we don't have to deal with any other chain to talk to or anything like that. But at the same time, creating the security of a real proper decentralized chain is extremely difficult, as you know. And we basically get that for free with Ethereum. The network has been going on for a very long time now and the security is stable and it's decentralized. And I think that's really the key two points that we wanted to have. When you look at some of these new L1s that are being created, it's not really decentralized and it's not really secure. So at the end of the day, you're basically having like a... fancy database that is probably a bit slower to use than an actual database. And so we didn't really see the value in that. With Ethereum, we get the security by default. The second thing that we get by having an L2 is that you get all this liquidity that is already part of all the EVM compatible chains. And that was also a very important decision factor for us. If we really want to bring the stock market onto the chain, we need to have this liquidity. It's not going to be possible if it's in a closed loop or in a closed chain that nobody can access and you need to have like 20 different hoops before you can bridge to that chain. So for us, that was kind of the two elements that we really wanted to focus on and that's why we decided on building on Ethereum. And then we decided on Arbitrum mostly because we love the technology. There's a few things that we are excited about. For example, Stylus. It's a way that we can basically use different language into the chain and we can build on top of that. We also like the way that they prioritize transactions that is, we think, a better way than some of the competition. And so basically we'll use the Arbitrum stack and we'll create our own L2, which will make us also compatible with all the Arbitrum chains. And so we think it's kind of the best of all the worlds. But for us, the idea is like we will start with public stock, and then we think that we can tokenize anything really, not just stocks. It can be private stock, it can be art, it can be real estate, whatever you want to think of. And so we really wanted to have a platform that is kind of easy to build on and we can keep adding on it. At the same time, we know that regulation are going to be hard on some of these products, especially when it comes to financial products. You always have different regulators. You have different rules depending on the region. If you're in the EU versus the US versus LATAM. And so we felt like we wanted to have our own layer that we could customize for these needs. And then anyone that is building on the chain will also be able to benefit from what we are building, versus just putting everything in a contract that will be just good for the people that are using the Robinhood contracts. But so at this point, we announced the chain in June. We are in private test right now, and then we'll do more announcements in the future." Subscribe for the full episode tomorrow! ► Newsletter: ► Spotify: ► Apple: ► Youtube: ► Pods:

DeFi Dad ⟠ defidad.eth

62,600 次观看 • 7 个月前

BREAKING: Dallas Mayor Eric Johnson is the first to speak during the first press conference: "Please join me in praying for the families who lost their lives today. And for a speedy recovery and those hurt and injured. Maybe even more to the point, we live in a country in city that needs prayer. Pray for the city that we can come together at a time like this and that we can be there for one another the way we always have in times like this. We can all get through this. I ask you to pray for our nation. There is a lot going on in our country. A lot of it is confusing, a scary time."
2:07

BREAKING: Dallas Mayor Eric Johnson is the first to speak during the first press conference: "Please join me in praying for the families who lost their lives today. And for a speedy recovery and those hurt and injured. Maybe even more to the point, we live in a country in city that needs prayer. Pray for the city that we can come together at a time like this and that we can be there for one another the way we always have in times like this. We can all get through this. I ask you to pray for our nation. There is a lot going on in our country. A lot of it is confusing, a scary time."

Gunther Eagleman™

24,995 次观看 • 9 个月前

Etched is deploying two new technologies in chip design: low-voltage inference and cluster-scale memory. CEO Gavin Uberti says they'll make their chips much more power-efficient and way, way faster than today's leading GPUs. He breaks it down: "We looked at a lot of early research directions, and we realized the key things that models need are way more compute and way faster memory." "If you think about inference, there are two key parts: prefill and decode. For prefill, it's a compute-bound problem. You need to have more FLOPS, more operations per second on each of your chips." "On our GPU, the bottleneck's actually thermals. You can't really run a GPU at more than around 50% of what it could theoretically do, or it'll melt." "So we're using a new technology today called low-voltage inference to try to solve this problem. You bring the voltage of the chip down dramatically, which allows us to have way, way better efficiency in terms of how much power is drawn per unit of math, and thus fit way way more flops onto the chip..." "For decode, it's all about bandwidth. Not just bandwidth on a chip, but bandwidth across your cluster. That's why we have this technology we call cluster-scale memory. It reduces the amount of time it takes to communicate from one chip to another dramatically." "As a result we can go use all of our HBM, HBM bandwidth, SRAM, SRAM bandwidth, and our scale-up domain as a single coherent pool. And that means if you're a user, you can go get much faster tokens per second, while still keeping your costs low."
3:19

Etched is deploying two new technologies in chip design: low-voltage inference and cluster-scale memory. CEO Gavin Uberti says they'll make their chips much more power-efficient and way, way faster than today's leading GPUs. He breaks it down: "We looked at a lot of early research directions, and we realized the key things that models need are way more compute and way faster memory." "If you think about inference, there are two key parts: prefill and decode. For prefill, it's a compute-bound problem. You need to have more FLOPS, more operations per second on each of your chips." "On our GPU, the bottleneck's actually thermals. You can't really run a GPU at more than around 50% of what it could theoretically do, or it'll melt." "So we're using a new technology today called low-voltage inference to try to solve this problem. You bring the voltage of the chip down dramatically, which allows us to have way, way better efficiency in terms of how much power is drawn per unit of math, and thus fit way way more flops onto the chip..." "For decode, it's all about bandwidth. Not just bandwidth on a chip, but bandwidth across your cluster. That's why we have this technology we call cluster-scale memory. It reduces the amount of time it takes to communicate from one chip to another dramatically." "As a result we can go use all of our HBM, HBM bandwidth, SRAM, SRAM bandwidth, and our scale-up domain as a single coherent pool. And that means if you're a user, you can go get much faster tokens per second, while still keeping your costs low."

TBPN

20,404 次观看 • 13 天前

🔊 Elon Musk did a live phone interview earlier today with a guest host of the Sean Hannity radio program, discussing his latest SpaceX timelines. I only caught about the last 5 minutes of it: “The best way to expand compute is really in space. There’s a lot of room in space and if you look at the size of Earth relative to the sun or relative to the solar system, you realize just how tiny Earth is. We’re very, very tiny. We only receive about half a billionth of The Sun’s energy. So if you really think of Earth as being like a tiny dust mote in a vast darkness. So the way to expand compute— without, ya know, using up all the land on Earth— is to do so in space. And then you can do it without using up space for power & water on Earth. You can just do it in space, so… I think we will probably be launching our first AI satellites next year and then we will probably be able to do that, I think, at large scale in about two years. Yeah, well, I’ve always had the philosophy that everyone at the company should receive stock in the company so that they can participate in the upside of the company and it’s great for aligning incentives as well, so as the company prospers, then the people at the company— the employees — also prosper, so that’s just been, ya know, my philosophy from Day 1 is just to make sure everyone gets stock in the company, so there are, I think, several thousand people who’ve been – it’s not just one welder – it’s several thousand people who were, you know, working on the production line and started at the company relatively early… then probably their stock is worth over $1 million at this point “Yeah, so, Mars is much harder to get to than the moon and you can only travel to Mars roughly every two years. So Earth and Mars align such that you can travel to Mars only once every 26 months. So that makes it a lot harder than the moon where you can go to the moon pretty much anytime and it only takes a few days to get to the moon whereas it takes about six months to get to Mars. So that’s why we can do the moon faster than we can do Mars. But I think, probably, if things go well, we can probably send the first people to Mars in about five years, and then rapidly increase the cadence of sending people to Mars thereafter, so every two years we could dramatically increase the number of ships going to Mars and, ya know, hopefully in a 10 or 12 year timeframe we’ve sent thousands of people to Mars.”
4:24

🔊 Elon Musk did a live phone interview earlier today with a guest host of the Sean Hannity radio program, discussing his latest SpaceX timelines. I only caught about the last 5 minutes of it: “The best way to expand compute is really in space. There’s a lot of room in space and if you look at the size of Earth relative to the sun or relative to the solar system, you realize just how tiny Earth is. We’re very, very tiny. We only receive about half a billionth of The Sun’s energy. So if you really think of Earth as being like a tiny dust mote in a vast darkness. So the way to expand compute— without, ya know, using up all the land on Earth— is to do so in space. And then you can do it without using up space for power & water on Earth. You can just do it in space, so… I think we will probably be launching our first AI satellites next year and then we will probably be able to do that, I think, at large scale in about two years. Yeah, well, I’ve always had the philosophy that everyone at the company should receive stock in the company so that they can participate in the upside of the company and it’s great for aligning incentives as well, so as the company prospers, then the people at the company— the employees — also prosper, so that’s just been, ya know, my philosophy from Day 1 is just to make sure everyone gets stock in the company, so there are, I think, several thousand people who’ve been – it’s not just one welder – it’s several thousand people who were, you know, working on the production line and started at the company relatively early… then probably their stock is worth over $1 million at this point “Yeah, so, Mars is much harder to get to than the moon and you can only travel to Mars roughly every two years. So Earth and Mars align such that you can travel to Mars only once every 26 months. So that makes it a lot harder than the moon where you can go to the moon pretty much anytime and it only takes a few days to get to the moon whereas it takes about six months to get to Mars. So that’s why we can do the moon faster than we can do Mars. But I think, probably, if things go well, we can probably send the first people to Mars in about five years, and then rapidly increase the cadence of sending people to Mars thereafter, so every two years we could dramatically increase the number of ships going to Mars and, ya know, hopefully in a 10 or 12 year timeframe we’ve sent thousands of people to Mars.”

James Stephenson

888,337 次观看 • 5 天前