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The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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Sid Sheth is the CEO and co-founder of d-Matrix, the AI chip company making inference efficient and scalable for datacenters. Backed by Microsoft and with $160M raised, Sid shares why rethinking infrastructure is critical to AI’s future and how a decade in semiconductors prepared him for this moment.
In this conversation, we discuss:
- Why Sid believes AI inference is the biggest computing opportunity of our lifetime and how it will drive the next productivity boom
- The real reason smaller, more efficient models are unlocking the era of inference and what that means for AI adoption at scale
- Why cost, time, and energy are the core constraints of inference, and how D-Matrix is building for performance without compromise
- How the rise of reasoning models and agentic AI shifts demand from generic tasks to abstract problem-solving
- The workforce challenge no one talks about: why talent shortages, not tech limitations, may slow down the AI revolution
- How Sid’s background in semiconductors prepared him to recognize the platform shift toward AI and take the leap into building D-Matrix
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