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