Co-creator of AlphaChip at Google; worked across Google Brain, DeepMind, and Anthropic on AI for chip design; AlphaChip used in four generations of Google TPUs, Axion CPUs, Pixel phones, and adopted by MediaTek.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
The founders argue that chips are the fuel for AI and that using AI to design chips creates a recursive self-improving loop, starting with accelerating physical design and verification, then democratizing custom chip design via a platform, and ultimately vertically integrating to co-evolve chips and models.