Episode · No Priors: Artificial Intelligence | Technology | Startups
Frontier Chips for Frontier AI Labs, with Walter Goodwin, Founder/CEO of Fractile
2 Oct 2026 · 35 min
Episode notes
Founder and CEO of full-stack AI chip company Fractile, Walter Goodwin, joins Sarah Guo to discuss the bets he’s made on the future of the chip market as other major players like Broadcom, NVIDIA, and AMD try to accelerate their workloads. They discuss the difference in Fractile’s newer approach on model architecture with a full-stack team in the current chip landscape and the technical bets they’re making in that direction. Walter also talks about compressing the gap between the chip design cycle and its payoff period, and making a generational leap in AI inference to realize the bet in…
Podcast
No Priors: Artificial Intelligence | Technology | Startups
Conviction · Tech & Science · English
At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s…
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