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

Walter Goodwin is the founder and CEO of Fractile, the British chipmaker taking on Nvidia in the race to make AI models answer faster. Fractile has raised $940M, including a $720M Series C that valued the company at $7.5BN. Thrive, Founders Fund, Lightspeed and Redpoint led the latest round.  AGENDA: 0:00 Can the world build enough chips for the AI we'll want in ten years? 5:04 Can you still win by just building chips? 13:26 Where can a specialist chip beat Nvidia at its own game? 16:14 Why are the world's fastest AI chips still waiting on memory? 27:37 How much of the AI chip industry is bullshit? Who's actually shipping? 35:48 What happens when you have the chips but nowhere to plug them in? 50:13 What will a single AI token cost in ten years? 58:46 Was Jensen's Groq deal an insurance policy against losing OpenAI? 1:04:00 Fractile raised $720 million. Is that actually enough? 1:09:40 Will Nvidia be worth $10 trillion in five years? 20VC: 

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