TNP
Tsakos Energy Navigation Ltd.
stock NYSE

Another great article on Taalas, but way deeper than TNP's piece. I liked this observation:
"Bajic is no stranger to AI chips. He founded Tenstorrent in 2016 (valued at $3.2 billion), pursuing a general-purpose AI chip approach. In 2023, he left to start Taalas, choosing the exact opposite direction — radical specialization. The contrast is itself telling: **someone who tried the general-purpose path concluded that specialization is the endgame for inference.**"
Another takeaway is that to tackle trillion parameter models, Taalas will need to have a very high bandwidth chip to chip interconnect. Gee, I wonder who is the world leader in that space??

Another great article on Taalas, but way deeper than TNP's piece. I liked this observation:
"Bajic is no stranger to AI chips. He founded Tenstorrent in 2016 (valued at $3.2 billion), pursuing a general-purpose AI chip approach. In 2023, he left to start Taalas, choosing the exact opposite direction — radical specialization. The contrast is itself telling: **someone who tried the general-purpose path concluded that specialization is the endgame for inference.**"
Another takeaway is that to tackle trillion parameter models, Taalas will need to have a very high bandwidth chip to chip interconnect. Gee, I wonder who is the world leader in that space??