Earlier quoted context omitted.
This interview makes their product seem like BS. First, they literally cannot simply explain the problem or solution. Regardless, their pitch is that they're building a more power efficient probability distribution sampler. No one in AI research thinks that's a bottleneck. edit: btw the bottleneck in AI algos is matrix multiply and memory bandwith.
My take on the Garry Tan interview (which seems pretty clear, regardless of whether this is snake oil or not) is that Extropic are building low power analog chips because we're hitting up against the limits of Moore's Law (limit's of physics in reducing transistor size), and at the same time the power consumption for LLM/AI training and inference is starting to get out of hand. So, their solution is to embrace the st…
However, the idea of using analog matrix multiply is reasonable, and has already been done by at least one company: