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The Chip That Could Unlock AGI
a16z· 2025-12-08 15:05
Unconventional AI's Vision - Unconventional AI aims to revolutionize computing by drawing inspiration from the brain's efficiency, targeting AI ubiquity [1, 40, 41] - The company is focusing on analog computing to achieve greater efficiency compared to digital systems, especially for AI workloads [4, 9, 15] - The company's goal is to find a paradigm analogous to intelligence within five years and build a scalable solution for manufacturing [34, 35] Technological Approach - Unconventional AI is exploring energy-based models, diffusion models, and flow models due to their inherent dynamics [26] - The company is building a mixed-signal chip, potentially one of the largest analog chips ever built, for its first prototype [48, 50] - The company plans to release open-source resources to encourage experimentation and collaboration [27] Industry Perspective - The increasing energy consumption of data centers, currently using 4% of the US energy grid, is a major concern, potentially rising to 8%-10% [16] - The industry faces a potential shortfall of 400 gigawatts of additional capacity over the next 10 years to meet AI demand [17] - TSMC is considered a key partner, while collaboration with Nvidia and Google remains a possibility [36, 37, 38] Company Strategy - Unconventional AI is building a practical research lab environment, encouraging exploration and innovation without premature manufacturing constraints [56, 57] - The company seeks individuals skilled in mapping algorithms to physical substrates, energy-based models, dynamical systems, and analog/digital circuit design [47, 48] - The company emphasizes agency and empowerment for its team members, fostering a culture of ownership and learning from both successes and failures [59, 60]