Why start a company to make this product? Why not go work at one of the existing chip manufacturers? You'd learn a ton, get to design and work on HW and/or SW, and not have to do the million other things required to start a company.
On a side note, I deeply looked into every company in the space and was thoroughly unimpressed with how little they cared about the software stack to make their hardware seamlessly work. So, even if I did go to work at some other hardware company, I doubt a lot of customers would utilize the hardware.
Suppose that Transformers die tomorrow, and Mamba becomes all the rage. The released Mamba code already has CUDA kernels for inference and training. Any of the CSPs or other NVIDIA GPU users can switch their entire software stack to train and inference Mamba models. Meanwhile, we'll be completely dead in the water with similar companies that made the same bet, like Etched.
Good luck with the VCs. I hope you all stay friends through the challenging process.
I must support Your words. Long time I thought that Intel is the best, but unfortunately I could not anymore.
Must admit, I still don't understand, how it happened, but now NVIDIA is best.
When performing performance optimization on CPUs, I was impressed with Intel's suite of tools (like VTUNE). NVIDIA has some unbelievable tools, like Nsys and, of course, its container registry (NGC), which I think surpasses even Intel's software support.