naveen rao

T2 · manager / operator

Neuroscientist and computer architect with 30 years experience; PhD in neuroscience; founded one of the first AI chip companies (Nervana, acquired by Intel); ran Mosaic ML (acquired by Databricks); built Databricks' AI platform; now building Unconventional AI to commercialize neuromorphic dynamical computing.

2 calls·2 names·50% bull·last heard 3 months ago·Sequoia Capital
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$UNCONVENTIONAL-AIUnconventional AIposition

Naveen Rao's Unconventional AI builds neuromorphic chip prototype in 6 months using dynamical systems

Unconventional AI is developing a non-von Neumann computing architecture based on nonlinear dynamics and oscillatory coupling, achieving 1000x+ energy efficiency gains over GPUs by using physics-based computation instead of matrix math, with a prototype tape-out planned for summer.

2ndmedium conviction
$NVDANvidia

Nvidia's GPU power efficiency gains have stalled at incremental levels despite manufacturing improvements

While Nvidia dominates the matrix math accelerator market, the actual energy per flop with memory access has not meaningfully improved — only costs have dropped due to better manufacturing and packaging, hitting a wall in power efficiency for AI workloads.

2 total
$NVDA
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Nvidia
MEDnaveen rao·Sequoia Capital·3 months ago
Nvidia's GPU power efficiency gains have stalled at incremental levels despite manufacturing improvements
While Nvidia dominates the matrix math accelerator market, the actual energy per flop with memory access has not meaningfully improved — only costs have dropped due to better manufacturing and packaging, hitting a wall in power efficiency for AI workloads.
"Nvidia of course has owned that market and continue to push the envelope. But if you look at the power efficiency numbers, actual power efficiency of delivering an FP8 flop for in…"
6:38
$UNCONVENTIONAL-AI
Unconventional AI
HIGHnaveen rao·Sequoia Capital·3 months ago· position
Naveen Rao's Unconventional AI builds neuromorphic chip prototype in 6 months using dynamical systems
Unconventional AI is developing a non-von Neumann computing architecture based on nonlinear dynamics and oscillatory coupling, achieving 1000x+ energy efficiency gains over GPUs by using physics-based computation instead of matrix math, with a prototype tape-out planned for summer.
"This is actual uh chip that we're going to be building this summer. So, we went from basically no team in January to a to a full prototype in 6 months and that's because of AI. So…"
10:27