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tim
Modular
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@iamtimdavis

tim

Modular
@iamtimdavis
Entrepreneur, Co-Founder@Modular (acq by Qualcomm), Ex-Google Brain, Runner, Peleton
California, USA
timdavis.com
Joined February 2009
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  • Pinned
    @iamtimdavis
    tim
    Modular
    @iamtimdavis
    Aug 17
    Article cover image
    Article
    The Token Curve
    Financing terms will set the cost floor for every token served, and I believe heterogeneous compute will materially reprice the long-contracted GPU market. Previously, I wrote about GPU financing,...
    1
  • @iamtimdavis
    tim
    Modular
    @iamtimdavis
    Sep 7
    What the world hasn’t grasped yet: recursive self-improvement will make AI - not humans - the main source of token demand. We cannot yet comprehend the scale of what follows.
    @merettm
    Jakub Pachocki
    @merettm
    Sep 6
    I wrote about the state of AI, why I’m concerned about the next few years, and the choices we need to make to keep the future in humanity’s hands. An Alien Mind: openai.com/index/an-alien…
    2
  • @iamtimdavis
    tim
    Modular
    @iamtimdavis
    Aug 11
    Incredible to think that over 3 years ago we first announced Mojo 🔥 in our first launch video, and since then 100s of contributors have landed thousands pull requests, changed 100k's lines of code, and filed 1000's of issues and feature requests. Enormous thank you to everyone
    @Modular
    Modular
    @Modular
    Aug 11
    Mojo 🔥 1.0 is here. Since we open-sourced the standard library, nearly 200 contributors have landed more than 1+ pull requests, changing 200k+ lines of code, and more than 1k+ others have filed issues that shaped the language. To every developer who filed an issue, opened a
    1
  • @iamtimdavis
    tim
    Modular
    @iamtimdavis
    Aug 5
    Article cover image
    Article
    Every GPU loan is really a software loan
    A multi-trillion-dollar AI debt buildout is underway, and I wanted to understand how the market is actually funding and pricing it. What I found is that a GPU loan is only as good as the next...
    2
  • @iamtimdavis
    tim
    Modular
    @iamtimdavis
    Jul 29
    Thrilled to share that @Qualcomm has officially completed its acquisition of @Modular 🚀 Together, we are building the leading unified AI compute platform for an array of high-growth areas, including data center, edge infrastructure, personal and industrial AI 🔥 We will
    Image
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