"I estimate having software on par with NVDA would raise their market cap by 100B. Then you estimate what the chance it that @__tinygrad__ can close that gap, say it's 0.1%, probably a very low estimate when you see what we have done so far, but still...
That's worth 100M. And they won't even send us 2 ~100k boxes. In what world does that make sense, except in a world where decisions are made based on pride instead of ROI. Culture issue."
I would really like to see a concrete, legit way to materialize a "100M raise in market cap" into actual ROI ...
AMD already has major ongoing projects with OpenXLA/IREE. Lots of established engineers/researchers, and it’s in collaboration with Google/AWS. Hotz is delusional if he thinks that he can do better by ripping off Karpathy’s toy autograd implementation.
This is his opinion, nothing more, nothing less. He currently has a partially implemented piece of software that hasn't seen a release since November and isn't performant at all.
Take the free offer, prove everyone wrong and then start to tell us how great you are. https://x.com/HotAisle/status/1880507210217750550