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𝐷𝑟. đŧ𝑎𝑛 đļđ‘ĸ𝑡𝑟𝑒𝑠𝑠
@IanCutress
Consultant, Chief Analyst, Influencer. Substack: (@MoreThanMoore2x) Youtube: (@TechTechPotato)
Joined June 2011
1.3K Following    58.4K Followers
I honestly want a proper deep dive into if they're making low voltage work, how, given its significant limitations. I want to understand its compute layout, the cluster scale memory (if it's more than just a fancy RDMA scratch pad SRAM), and how that scales. You can feed me high level numbers all day. I want a proper deep dive into the architecture and how it works, ideally in a room full of peers and others. Not simply a spec table twitter post. Note, I'm talking about what I want. You can want whatever you like. High-level, low-level. But to me there are just simply certain parts of what they have disclosed that aren't making sense spatially and physically. If I'm going to trust those high-level numbers, I need to know what's happening physically under the hood. The team there know this. I've been a strong critic to the investors that phone me up and ask about the design, as well as in my content. That's why I know there are people inside the company wanted a Hot Chips presentation. We have AI Infra in a couple weeks, there might be something there, or we might get a custom solo event like Cerebras. I know how the marketing works, especially for Thiel companies, and yes the empty wooden crate too tall for the truck it was going into was more like a SemiAnalysis meme post than actual proper PR. I'm always hoping a marketing team/PR agency sees beyond the pointless engagement like that and actually delivers as promised. But perhaps I'm not as cynical about the misdirection as you are. I like to believe there is good in some of those engineers.
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@IanCutress Posting FLOPS, GB, GB/s, and W is not a meme dump, it's what every single respectable chip maker does. Compare the recent Cerebras press to the Etched one. Etched posted a video where they put an empty wooden box in a truck and said don't worry our lead investor thinks it's good.
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