MI300

The Shape of Compute (Chris Lattner of Modular)

Jun 13, 2025 · 1:18:18

Chris Lattner of Modular explains how his company is breaking the CUDA monopoly with Mojo and MAX, matching NVIDIA's best inference performance on AMD and NVIDIA GPUs. After three years in R&D, Modular open-sourced its stack and now delivers state-of-the-art Llama 3 serving at over 800 tokens per second. Mojo, a Python-family language, runs kernels faster than Rust and can extend Python without bindings, while MAX provides a full inference framework with automatic kernel fusion and cluster management. Unlike VLLM or SGLang, Modular's container is just a gigabyte, fully open source, and not reliant on proprietary CUDA blobs. DeepSeek's low-level PTX work validated the approach, but Lattner emphasizes that Mojo's portability avoids rewriting kernels for each new GPU architecture. He also details his daily routine, using Cursor for coding, and hiring "elite nerds" to grow the team.

The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis

Dec 5, 2023 · 1:07:55

Dylan Patel of SemiAnalysis argues the 'GPU poor vs GPU rich' divide defines AI, with Google's TPU ramp (millions of units) dwarfing others and Nvidia selling over a million H100s this year. He explains that training costs are irrelevant compared to inference costs, and that memory bandwidth is the key bottleneck for LLM inference (e.g., Llama 70B needs ~2.1 TB/s for human reading speed). Patel advises GPU-poor players to focus on on-device innovations like speculative decoding (Medusa), asynchronous training, or fine-tuning for edge use—not on gaming benchmarks or fine-tuning small models. He details why AI hardware startups (Cerebras, Graphcore) bet wrong on on-chip SRAM, while Google’s TPU/Broadcom partnership and Nvidia’s yearly cadence make alternatives tough. He also warns that rebuilding the semiconductor supply chain in the US is unfeasible due to its fragmentation, and that safety through obscurity doesn't work—open innovation is better.