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" /> 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" /> 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" /> 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" />
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Stephanie Zhan
@stephzhan
GP @Sequoia, investing in AI, from company formation. 1st partner to @linear @mach_industries @middeskhq @reflection_ai @ricursiveai @skildai @tavus
Joined March 2013
2.5K Following    30.6K Followers
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
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