Shibo Chen

I build chips.
Opinions are of my own

[Shibo Chen @ShiboChenTech]

@IanCutress It requires a tremendous amount of system vertical integration efforts. Maybe only Apple, Samsung and Huawei can design something like that? Certainly would be hard for others even with EUV. The counterpoint is they don't need this kind of insane design because of EUV.

[Shibo Chen @ShiboChenTech]

@IanCutress I don't agree with Huawei's math but their logicfold is not as simple as stacking two dies together. I think people should treat it more seriously. It is very challenging to achieve but has legit advantages if they can pull it off.

[Shibo Chen @ShiboChenTech]

It takes an army to build a great chip, any single person matters but usually doesn't change the trajectory of a great team/product.
I.e. so many great engineers/leads left Apple but Apple still produces one of the best silicons on the market year after year.

[Yuchen Jin @Yuchenj_UW]

OpenAI’s Sora lead left.

OpenAI’s chips lead left for Anthropic.

The “take every big bet at once” strategy is starting to look fragile.

When you’re in a knife fight with Anthropic over coding, every other bet starts bleeding. (On coding itself, OpenAI has clearly caught up.)

[Shibo Chen @ShiboChenTech]

@profplum99 Vibe isn't right. Don't feel friendly and welcoming. I remember there was a robot bar in venetian las vegas and it feels daunting to walk in.

[Shibo Chen @ShiboChenTech]

@GaryMarcus No and that's good. I wish open source models can be more competitive to keep driving down token cost.

[Shibo Chen @ShiboChenTech]

@IanCutress I think edge AI and devices have huge potentials. And they have to get started somewhere.
Maybe it won't be a competitive product at the start but it helps test the water.

[Shibo Chen @ShiboChenTech]

@IanCutress Totally agree. There's a better poster template. Two-thirds on one sentence key layman takeaways with a QR code. Everyone should use it.

[Shibo Chen @ShiboChenTech]

@VoidAsuka Totally agree. I think compute, model and data should also go hand-in-hand. Yann Lecun's JEPA or similar models seem very important to unlock the potential of multi-modality data. Current data needing human tagging in human understandable symbols is a major blocker IMO

[Shibo Chen @ShiboChenTech]

I thought bad people are bad for their bad ideas.
Otherwise what are they bad for?
Is there any bad person full of brilliant ideas?

[Brivael Le Pogam @brivael]

Dans le manifeste "techno-optimiste" de Marc Andreessen, il y a une phrase qui m'a marqué :

"Our enemies are not bad people – but rather bad ideas."

Nos ennemis ne sont pas des mauvaises personnes. Ce sont des mauvaises idées.

Prenons Jancovici. L'homme est brillant, sincère, travailleur. Il ne se lève pas le matin en se disant qu'il va nuire à l'humanité. Mais l'idée qu'il porte la décroissance, le rationnement, la frugalité érigée en horizon civilisationnel est une idée profondément destructrice. Elle prend des esprits brillants et les transforme en commissaires politiques d'un futur appauvri.

Et le plus fascinant, c'est ce que cette idée fait aux gens qui l'adoptent.

Dans mon entourage, une grosse partie de mes amis est sur cette ligne décroissantiste, avec tout le package qui va avec. L'argent c'est mal mais ils en veulent. Il faut moins prendre l'avion mais ils rêvent de voyager partout. Il faut consommer moins mais ils ne renoncent à rien de ce qu'ils aiment vraiment.

Et tous ont un point commun : ils sont déprimés. L'un d'eux m'a même confié qu'il était sous antidépresseurs.

Ce n'est pas un hasard. C'est mécanique.

Quand tu crois que ton désir de vivre, de créer, de t'élever est moralement suspect tu te détruis de l'intérieur. Tu passes ta vie à t'excuser d'exister. Tu vis dans la dissonance permanente entre ce que ton corps veut (plus, mieux, plus loin) et ce que ton idéologie t'ordonne (moins, sobre, immobile).

D'où ma théorie :

Quand on pense quelque chose de fondamentalement faux décroissance, communisme, extrémisme religieux (de tout ordre) ce n'est qu'une question de temps avant que ça devienne vraiment destructeur.

D'abord pour soi. Puis pour les autres.

Les mauvaises idées tuent. Lentement chez ceux qui y croient, brutalement chez ceux qui les subissent.

C'est pour ça que la bataille des idées n'est pas un luxe d'intellectuel. C'est la bataille la plus importante de notre époque.

[Shibo Chen @ShiboChenTech]

I kind of hate the position papers by ANYONE
Once you try to define and abstract away things, you always make mistakes and later regret.
Abstractions are useful but only when they are not your "position"

[Kevin Mi @kevinmi920]

Introducing Infinite Studio ♾.

Last week, @tenstorrent x @prodia announced the fastest Wan 2.2 video generation in the world.

We built a demo to show what that speed unlocks: directing an infinite movie in real time.

Demo 👇

[Shibo Chen @ShiboChenTech]

Nvidia wins because their chips are not only good at doing graphics but ALSO crypto and AI and on and on.
Specialized hardware can win a small market but never hits home.

[Y Combinator @ycombinator]

Inference Chips for Agent Workflows
@sdianahu

Most AI chips are designed for "prompt in, response out." Agents don't work that way. They loop, branch, and hold context across dozens of steps, and current GPUs hit 30–40% utilization as a result.

That gap is where purpose-built silicon wins.

[Shibo Chen @ShiboChenTech]

I tried it. One suggestion for anyone who hasn't tried it: don't blink 😉

[Sally Ward-Foxton @sallywf]

.@tenstorrent will launch its new gen cluster-scale systems next week, but in the mean time, Jim Keller @jimkxa and Jasmina Vasiljevic @JasminaVas gave me a sneak preview of their video generation demo running on 256 BlackHole chips (spoiler - it's fast):
https://t.co/7oVYauf0VE

[Shibo Chen @ShiboChenTech]

@fab2 This is neat.

[Shibo Chen @ShiboChenTech]

@rhatr I vibecode metal layouts

[Shibo Chen @ShiboChenTech]

@ClennonMartin But that's not part of Nvidia's supply and based on my conversation, turbine blades are also not the fastest way you can get large amounts of power on-site and deployed.

[Shibo Chen @ShiboChenTech]

Jensen is right and it's so obvious. Conceding controls when you can dominate is some insane stuff.

[Shibo Chen @ShiboChenTech]

@IanCutress What is the biggest constraints in the supply chain

[Shibo Chen @ShiboChenTech]

Beautiful stuff awaiting.

[Tenstorrent @tenstorrent]

Run anything, anywhere. On May 1st, see Tenstorrent’s solutions for yourself, deployed at scale.

Watch TT-Deploy live at https://t.co/T64mcrcRhU

[Tenstorrent @tenstorrent]

Run anything, anywhere. On May 1st, see Tenstorrent’s solutions for yourself, deployed at scale.

Watch TT-Deploy live at https://t.co/T64mcrcRhU