{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/63400f546507f800111f7a3d/6ae164f95a3cc3c4c41c84b1?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Why Positron AI Bet Against the Memory NVIDIA Depends On","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/63400f546507f800111f7a3d/1793159582178-f02fc661-165c-4f0c-bdd1-6a9aadaa6e92.jpeg?height=200","description":"<p>Darren Chien is Managing Director at Positron AI, leading the business across Asia.</p><p><br></p><p>Before Positron, he was Director of International Growth at Lambda, which he left for the chance to make a bigger impact in a startup.</p><p><br></p><p>In this episode, Chien joins Esther Wong, CEO and Founder of 3C AGI Partners, to break down:</p><ul><li>Why Positron skipped HBM and CoWoS entirely, and bet on commodity LPDDR5X instead</li><li>Inside the $50M Oracle deal and Positron&#39;s path to roughly $100M in revenue this year</li><li>What&#39;s inside the new, &quot;massively oversubscribed&quot; Series C led by NEA, Valor, and Etreides</li><li>Why Korea, Japan, and Taiwan&#39;s existing data center capacity is going unused</li><li>Positron&#39;s 12-month goal (a successful Titan launch) and 5-year goal (a new chip every year)</li></ul><p><br></p><p>0:00 Intro</p><p>9:55 Why Positron Skipped HBM and CoWoS for Commodity LPDDR5X</p><p>14:15 The $50M Oracle Deal and the Road to $100M This Year</p><p>20:46 Why Korea, Japan, and Taiwan&#39;s Data Centers Sit Unused</p><p>24:30 Inside the Oversubscribed Series C (NEA, Valor, Etreides)</p><p>27:04 The 12-Month and 5-Year Plan: Titan, Then a Chip a Year</p><p><br></p><p>Follow: </p><ul><li><a href=\"https://www.linkedin.com/in/esther-wong-76a6a410a/\" rel=\"noopener noreferrer\" target=\"_blank\">Esther Wong</a></li><li><a href=\"https://www.linkedin.com/in/darrenchien/\" rel=\"noopener noreferrer\" target=\"_blank\">Darren Chien</a></li><li><a href=\"https://www.linkedin.com/company/positron-ai/home/\" rel=\"noopener noreferrer\" target=\"_blank\">Positron AI</a></li><li><a href=\"https://www.linkedin.com/company/3cagi/home/\" rel=\"noopener noreferrer\" target=\"_blank\">3C AGI</a></li></ul>","author_name":"Finoverse "}