Thomas Sohmers, co-founder, chief technology officer and chairman of inference chip maker Positron AI, joins 20VC to explain why running models is a fundamentally different infrastructure problem from training them.
Positron recently closed an $875M Series C at a $5B valuation, backed by Atreides Management, NEA, Valor Equity Partners and Netscape co-founder Jim Clark. Sohmers walks through the memory wall, the economics of AI tokens, and his argument that sovereign debt poses a bigger threat to the build-out than data center borrowing.
