Naveen Rao's Startup Taped Out Custom AI Chip in 5 Months, Demonstrates On-Chip Causal Dynamics
NaveenGRao · x · 2026-09-17
Naveen Rao disclosed his hardware startup's progress: from no team in January to tape-out in five months, aided by AI-tightened research loops. At the All-In conf he showed a causal dynamics model running on chip, generating sequences in learned pixel space ("we taught the system to count"). He argues energy-to-intelligence efficiency confers a structural advantage, with new physical primitives and more products in the pipeline.
Related event: Naveen Rao's Chip Startup Tapes Out in 5 Months, Runs AI at Under 900nJ(5 posts)→
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