Tenstorrent's Keller: We're in an AI Hype Cycle

The transcript discusses a company's mission to offer cost-effective AI accelerator chips by building a team and shipping products. It highlights unique selling points like IP licensing and open-source AI compiler stacks. The company focuses on reducing costs through technology choices and aims to capture a small market share for significant value. The discussion covers AI market trends, leadership transitions, and the impact of US-China relations on business strategy.

What is the significance of focusing on smaller players in the market?

What does the speaker believe about the future of AI in computing?

How does the company plan to navigate US and China trade restrictions?