Congratulations @goodwin_ml and team @fractile_ai! This $220m raise is proof of exceptional British AI bringing investment and jobs to the UK. Britain has a deep heritage in semiconductors - and we are now renewing it for the age of AI inference 🇬🇧 wsj.com/tech/ai/chips-startu…

We’re thrilled to be backing @fractile_ai , solving inference at the edge of what’s possible. The current AI trend around infra and memory is deeply personal to me. A decade ago, I was part of a small team at Cruise pushing silicon to its limit. We were running perception and planning models on NVIDIA Titan with only 6GB of RAM & 2k CUDA cores. The chips were on-device, power-constrained, thermally limited. The car's air conditioning wasn't designed to dissipate that much heat so we had to engineer custom cooling. Everything was duct tape and ingenuity. It gave me a deep appreciation for doing more with less, and for founders like @goodwin_ml at Fractile who operate the same way. If you're the type who stares at the limits of physics and sees a challenge - reach out !

That change you’re feeling? Like the old way of pricing and modeling entire industries is being turned on its head? It’s been slowly compounding for a while now. When you look at the IGV/SMH ratio (tracking the relative performance of software against semiconductors) you see that this rotation out of software into chips isn’t new. It’s just accelerating.

Incredible work @karinanguyen . We can't manage what we can't measure - PostTrainBench is a huge win for the frontier !

Ethan (from Khosla, the true believers in AI before any VC would even take a meeting) posting some incredible insights: "Hyperscalers which were able to build out incrementally as internet penetration and cloud adoption grew ! " This AI capex cycle is happening much faster.

Need this printed out :)

Congrats @AravSrinivas & the entire @perplexity_ai team on the Comet launch. This level of context with LLMs feels the iPhone moment for AI all over again 🚀

Congrats on the launch @nicochristie & team. Time to get your team more GPUs 🫡

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When your own portfolio company turns the VC industry into a commodity. How the tables have turned. Great job @perplexity_ai team !

We're excited to introduce Tasks! For the first time, ChatGPT can manage tasks asynchronously on your behalf—whether it's a one-time request or an ongoing routine. Here are my favorite use cases: 1/ ChatGPT checks stock price every morning!

New evals are badly needed for next gen LLMs !

Thanks for having us @RagingVentures , all the panels at the event were great !

Excited to share excerpts from my chat with Sol Bier at our recent NYC Conference. Sol was an early engineer at Cruise & is the founding partner of Factorial Funds, an AI-focused VC fund. The full interview is available here: ragingcapitalventures.com/ai… A few highlights: 1/4

I can’t wait to discuss the latest and greatest in AI and venture with Factorial Fund’s Sol Bier @solbier1 at our upcoming Ideas & Networking Conference in NYC on Thurs Sept 19th.  Sol was an early founding engineer at Cruise as well as an early investor in Perplexity and Anthropic. He is also an investor in SpaceX.  Click here for a full list of speakers and to register: ragingcapitalventures.regfox…

Continually Ascending

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Huge thank you to @joandthezhus @jneuwirth4 & the entire Anthropic startup team

Founders have been busy cooking this summer in SF Thank you @AnthropicAI for bringing our founders along with your exciting roadmap and mastering PMF with your boba bar :) @DanielaAmodei @mikeyk @joandthezhus @solbier1 @factorialfunds @jamesekaplan @NEA @btp4z7 @james_elicit @shravan2x @tiimparis @angli_ai