20VC: Taking on NVIDIA: Fractile CEO on the Future of Chips | What Everyone Gets Wrong About Capex Spending | The Winners and Losers in Neo Clouds with Walter Goodwin

We're so traumatized by the dot com. bubble that we've priced in exuberance right from the outset. We will be spending far more on running models in ten years time than we are today. It feels like we need thousands of times more compute than we have today. Frontier intelligence is not yet commoditizing. I think we'll have a couple of multi hundred billion dollar companies built in that space. One neo cloud that is competent is much like another neo cloud that is competent. This is 20 VC with me, Harry Stabbings. Now, joining me in the hot seat today is one of the leading minds when it comes to Frontier chips. Walter Goodwin, founder and CEO of Fractile. The business has just raised a$720 million Series C, collabed by Thrive, Founders Fund, Lightspeed, and Radpoint, valuing the company at a$7 billion. Million dollar price. As I said, Walter is one of the leading minds in the future of chips, and we get into that and so much more in the discussion today.

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