Always Bet on Geohot: Tinygrad Will Win
George Holtz (geohot) just raised $5M for tinygrad and plans to sell a $15,000 Machine Learning AMD Epyc box with AMD 7900 XT video cards. At first glance, this seems like a really risky investment into a low-margin commodity hardware company. AMD can’t compete with NVidia, so how can we expect geohot to compete with NVidia on AMD hardware? Well, I’ve been following geohot for a long while. He delivers what he promises, but does it years later and on different hardware than initially promised :) Here’s the timeline of my evolution alongside George that informs my conviction:...