Is NVIDIA’s Moat a Psyop? 28x More Efficient AI Chips | Elias Almqvist, Zetta (YC S24) скачать в хорошем качестве

Is NVIDIA’s Moat a Psyop? 28x More Efficient AI Chips | Elias Almqvist, Zetta (YC S24)

The entire AI industry runs on hardware that the people using it don't actually like. Why? Elias Almqvist believes the answer is Inertia and the window to displace it is opening faster than most realize. In this Deeptech Decoded Live AMA, we sit down with Elias Almqvist, founder and CEO of ZettaScale AI (YC S24), to discuss the hardware layer the AI boom is quietly outgrowing. Elias makes the provocative case that AI is not a bubble—but LLMs are, and that betting the future of intelligence on Transformer models alone is a failure of imagination. Learn more about Elias: https://deeptech-decoded.com/guests/e... In this episode, we cover: The 27.6x Efficiency Leap: Why reconfigurable XPUs are the end-game for data center energy costs. The CUDA "Psyop": Why NVIDIA’s dominance is more about psychological lock-in than a technical moat. Hardware Bias: How our current chips are dictating which AI models get built and why that limits science. The Founder Journey: From dropping out in Sweden to meeting his co-founder Prithvi at first sight, and why building at the frontier is the only thing worth doing. Timestamps: 0:00 - 0:23 Elias introduces himself: self-taught dropout from Sweden 1:49 Why Silicon Valley is the only place to build deep tech 2:51 The "Jante Law" effect: why Swedish founders are so resilient 5:31 How Elias fell in love with chips and computing 7:21 What is ZettaScale and the big picture vision 9:16 "AI is not a bubble, LLMs are" 11:01 Hardware-software co-design and why CUDA isn't a real moat 16:49 The 10-year vision: architecture-agnostic AI computing 19:25 Go-to-market: why great software matters more than great hardware 22:50 Co-building the product with early frontier researchers 26:11 How ZettaScale actually works under the hood 30:45 What is intelligence? 33:11 Team structure: five and a half people, no roles, full stack 35:11 Setting goals on an exponential curve 37:16 Manufacturing partnerships and navigating suppliers as a startup 40:49 Why Elias cares: building a future for the people he loves 43:19 Near-death moments and dealing with startup suffering 47:07 Meeting co-founder Prithvi: "co-founders at first sight" 49:08 Audience Q&A begins 51:14 How YC shaped the journey 54:05 Advice for making Europe more founder-friendly 56:01 What triggered the decision to drop out 58:30 Integrating into the Nvidia ecosystem without disruption 1:00:48 If we had a time machine: AI's missed forks 1:04:30 What would cause ZettaScale to fail? Where to find us: Substack → https://deeptechdecoded.substack.com/ LinkedIn →   / deeptechdecoded   Spotify → https://open.spotify.com/show/5c2T63G... Apple Podcasts → https://podcasts.apple.com/gb/podcast...