Luke Piette - run/pod (@LukePiette)

Open router for chips is a $10B+ company waiting to be built Nobody moves custom inference workloads off Nvidia because porting to AMD, Cerebras, Etched, etc. is painful But with frontier models now you could build a pipeline for translating workloads from one chip to another When that starts happening reliably there there will be a rise of multi-chip neoclouds. Neoclouds won’t buy non-Nvidia chips today because developers don’t use them. That will change once you eliminate the code compatibility problem and performance is the driving factor If you build it, the play is either open source it from day 1 and become a strategic acquisition target for a big neocloud, or keep it private and build your own cloud, becoming the de facto multi-chip provider