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guom verdon

T3 · host / generalist

Founder of Extropic, pioneering thermodynamic computing — probabilistic hardware for generative AI; previously vocal advocate for effective accelerationism (e/acc); background in physics and AI research.

2 calls·1 name·100% bull·last heard 2 months ago·TBPN
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$EXTROPICExtropicposition

Verdon: thermodynamic computing enables probabilistic AI at far lower power, targeting sparse workloads and US manufacturing

Generative AI is inherently probabilistic; running it on deterministic electronics wastes huge power maintaining exact states. Extropic's chips operate probabilistically at ultra-low power, excel at sparse operations, and can be manufactured in US fabs without cutting-edge nodes, backed by CHIPS R&D office equity partnership.

TBPN2026-07episode →

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  • $EXTROPIC

recurring themes

  • AI Hardware & Chip Architecture2
2 total
$EXTROPIC
Extropic
HIGHguom verdon·TBPN·2 months ago·Leo Sold, Ferrari Undefeated, Meta Down, Microsoft Up, Market Turmoil· position
Verdon: thermodynamic computing enables probabilistic AI at far lower power, targeting sparse workloads and US manufacturing
Generative AI is inherently probabilistic; running it on deterministic electronics wastes huge power maintaining exact states. Extropic's chips operate probabilistically at ultra-low power, excel at sparse operations, and can be manufactured in US fabs without cutting-edge nodes, backed by CHIPS R&D office equity partnership.
"Generative AI for those not familiar is a probabilistic algorithm... it turns out you could run electronics probabilistically and at much lower power and we pay a huge price to ma…"
73:00
$EXTROPIC
Extropic
HIGHguom verdon·TBPN·2 months ago·Leo Sold, Ferrari Undefeated, Meta Down, Microsoft Up, Market Turmoil· position
Extropic pioneers thermodynamic computing: probabilistic hardware for generative AI at far lower power
Generative AI is inherently probabilistic; running it on deterministic electronics wastes huge power maintaining exact states. Extropic's chips operate probabilistically at very low power, map diffusion models directly onto physics, enable sparse operations, and can be manufactured in US fabs without cutting-edge nodes.
"generative AI for those not familiar is a problemic algorithm... you could run electronics probabilistically and at at much lower power and we pay a huge price to maintain our ele…"
73:00
9
AI Hardware & Chip Architecturetailwind
Verdon: Thermodynamic computing starts next S-curve; probabilistic hardware matches generative AI workloads, enables US manufacturing
Current GPU deterministic architecture is mismatched for probabilistic generative AI, wasting energy maintaining exact states. Extropic's probabilistic transistors run AI natively at far lower power, favor sparse operations, and can be fabbed in US facilities without bleeding-edge nodes. This hedges the GPU cycle; when the current paradigm saturates, the next substrate must already be ready.
8
AI Hardware & Chip Architecturetailwind
Thermodynamic computing targets probabilistic AI workloads at orders-of-magnitude lower power
Generative AI's sampling nature matches probabilistic electronics; Extropic's approach avoids the deterministic power tax, enables sparse operations, and can use mature US fab nodes — a potential next S-curve beyond GPU scaling that hedges against current infrastructure concentration risk.