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simon mo

T3 · host / generalist
2 calls·2 names·100% bull·last heard 8 months ago·a16z
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
1stmedium conviction
$AMZNAmazon

Amazon deploys VLM at massive scale for Rufus shopping assistant

Amazon runs VLM globally to power Rufus, their front-page AI shopping assistant, validating VLM as production-ready inference infrastructure at massive scale.

a16z2026-01episode →
2ndmedium conviction
$CHARACTER-AICharacter AI

Character AI adopts cutting-edge VLM features at hundreds of GPUs scale

Character AI deployed VLM's speculative decoding feature to hundreds of GPUs while it was still a single unmerged pull request, demonstrating extreme velocity of open source adoption by frontier AI companies.

a16z2026-01episode →

most discussed · click a bar to filter

  • $AMZN
  • $CHARACTER-AI

recurring themes

  • AI Infrastructure1
2 total
$AMZN
···
Amazon
MEDsimon mo·a16z·8 months ago·Inferact: Building the Infrastructure That Runs Modern AI
Amazon deploys VLM at massive scale for Rufus shopping assistant
Amazon runs VLM globally to power Rufus, their front-page AI shopping assistant, validating VLM as production-ready inference infrastructure at massive scale.
"Amazon is running VM to power their Rufus assistant bot... when everybody when they're opening Amazon app and clicking the bots suggestion... is going through VM"
34:12
$CHARACTER-AI
Character AI
MEDsimon mo·a16z·8 months ago·Inferact: Building the Infrastructure That Runs Modern AI
Character AI adopts cutting-edge VLM features at hundreds of GPUs scale
Character AI deployed VLM's speculative decoding feature to hundreds of GPUs while it was still a single unmerged pull request, demonstrating extreme velocity of open source adoption by frontier AI companies.
"Character AI saying like oh actually we already wrote it out to hundreds of GPUs at scale given just your first iteration of this feature"
35:36
9
AI Infrastructuretailwind
VLM emerging as universal inference layer abstracting all AI hardware
VLM is becoming the de facto standard inference engine running on 400k-500k+ GPUs globally, with a community of 2000+ contributors and participation from every major chip vendor (Nvidia, AMD, Google, AWS, Intel) and model provider, creating a horizontal abstraction layer for accelerated computing analogous to operating systems for CPUs.