The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO

Walter Goodwin, founder and CEO of Fractile, joins Sarah Guo to discuss his bets on the future of AI chips as Broadcom, NVIDIA, and AMD work to accelerate AI workloads. Fractile is taking a full-stack approach to AI chip design, aiming to compress the gap between chip design cycles and their payoff period. Goodwin describes a goal of making a generational leap in AI inference, shaped by predictions about shifts in frontier model architectures. The conversation covers the handoffs created by architecture-focused players and how Fractile's team structure is intended to accelerate trials and turn architecture intent into volume value.