An Interview with Pat Gelsinger
a day ago
- #Venture Capital
- #Semiconductor Industry
- #Future of Computing
- Pat Gelsinger has transitioned from leading Intel to venture capital at Playground Global, focusing on hard tech startups.
- He evaluates startups based on three criteria: proof of technology, market fit, and strength of leadership team.
- Gelsinger emphasizes the need for inference efficiency to improve by 10,000x and advocates for heterogeneous computing architectures.
- He introduces the 'trinity of computing': classical, AI, and quantum systems working together.
- Gelsinger remains optimistic about Moore's Law and semiconductor advancements, predicting wavelengths below 13.5nm within a decade.
- He discusses the importance of resilient hardware and software in large-scale computing and the shift towards optical and dataflow technologies.
- Playground's portfolio includes diverse areas like superconducting logic (Snowcap), nuclear energy (Alva), and packaging technologies.
- Gelsinger stresses the need for U.S. and global investment in semiconductor supply chains and energy infrastructure to support AI growth.
- He highlights the resurgence of interest in hardware and hard sciences, driven by AI and new computing paradigms.