Fractile Founder on Winning the AI Chip Market and the Memory Bandwidth Bottleneck
saranormous · x · 2026-10-03
On the No Priors podcast, Fractile AI founder Goodwin discusses the structural battle for the AI chip market: how to win it structurally, where AI-for-chip-design is compressible, why serving frontier labs requires being a frontier lab yourself, how to attack the memory bandwidth wall, and what new hardware scaling laws look like.
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