Stephanie Zhan(@stephzhan )

2026.05.06 18:50

So fun to host @annadgoldie and @Azaliamirh of @RicursiveAI at @sequoia AI Ascent 2026! They share the story of building AlphaChip which was incorporated into multiple generations of the TPU. They walk through their three-phase roadmap: from AI-powered design tools -> a "fabless era" platform for custom silicon -> full vertical integration, and their LT vision of building true recursive AI. 00:00 Neural Nets Meet Chips 00:21 Meet AlphaChip Creators 00:43 Recursive Intelligence Vision 01:31 AlphaChip Real World Impact 02:17 Three Phase Company Roadmap 02:20 Phase One Speeding Design 04:11 Rebuilding Tools for AI 05:05 STA Engine and RL Loop 06:15 Designless Platform and Custom Chips 08:01 Team and Audience Q&A

Forward to community

Stephanie Zhan@stephzhan

2026.04.29 15:58

@karpathy and I are back! At @sequoia AI Ascent 2026. And a lot has changed. Last year, he coined “vibe coding”. This year, he’s never felt more behind as a programmer. The big shift: vibe coding raised the floor. Agentic engineering raises the ceiling. We talk about what it means to build seriously in the agent era. Not just moving faster. Building new things, with new tools, while preserving the parts that still require human taste, judgment, and understanding.