SemiAnalysis@SemiAnalysis_ · XAI 摘要
100%的AI芯片初创公司都有幻灯片/“模拟性能数据”显示它们的芯片好得多，但99%的定制ASIC失败了。为什么？直到你意识到AI芯片是关于软件的，MATH才算是MATH。构建芯片并把数字放到幻灯片上相对容易；构建出色的软件很难。这就是为什么99%的AI芯片初创公司会失败。
100% of AI chip startups have slides/"simulated performance data" showing that their chip is way better， but 99% of custom ASICs fail. Why？ The MATH isn't MATH until you realize that AI chips are about Software. It is relatively easy to build a chip and put numbers onto slides； it is hard to build great software. That is why 99% of AI chip startups fail.