Walter Goodwin
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- RAISE Summit38 min
The Chip Revolution: Beyond GPUs to Tomorrow's Processors | RAISE Summit 2026
Robert Wachen, Sara Achour, Walter Goodwin, Antoine Moyroud, Rob
Industry experts from Unconventional.ai, Etched, and Fractile outline a pivotal shift where inference spending will soon surpass training, driven by the emergence of autonomous agents and a transition from GPU-centric compute to system-level challenges in memory bandwidth and thermal management. While Unconventional.ai bets on physics-based dynamics to achieve 1,000x energy efficiency, Etched pursues vertical integration for trillion-parameter models and Fractile optimizes for time as the primary bottleneck. These startups aim to capitalize on hardware design expansion and software automation to overcome current utilization limits that leave data centers operating at only 30-40% matrix multiply efficiency.
- RAISE Summit37 min
Fractile AI, Rogo, Scribble VC, San Francisco Compute: The AI Trillion-Dollar Opportunity
Eric Manisse, Elizabeth Weill, Walter Goodwin, John Willett
San Francisco Compute CEO Eric Manisse, Scribble Ventures' Elizabeth Weill, and founders Walter Goodwin and John Willett convened to analyze strategies for scaling AI infrastructure, hardware, and enterprise solutions amidst rapid technological evolution. The panel detailed critical operational frameworks, including balancing hardware development timelines with software agility, mitigating hallucination risks in financial applications, and proactively shaping export control regulations rather than merely complying with them. Experts concluded that long-term success in this sector relies on specialized human expertise for deep tech, the creation of durable data moats, and a shift toward treating global compute as a utility to drive the next industrial revolution.