Hardware Podcasts

2025 Finale: Yann LeCun Raises $3B, Domain Addiction Confessions & Built 2 Scale Year Wrap

Built 2 Scale · 22 Dec 2025 · 1h 25m

What this episode covers

Hosts Matt Perrott and Scott Wilcox review the year's tech news, focusing on Yann LeCun raising $3 billion for a spatial intelligence startup and the implications for autonomous home company Elysium. They discuss Sergey Brin returning to coding at Google, the competitive landscape between Google's TPUs and Nvidia's GPUs, and Brett Adcock's Figure AI. The episode concludes with a 'Receipts or Regrets' segment where they evaluate predictions like robots in homes, the Guzman y Gomez IPO, and OpenAI's hardware ambitions.

Most relevant to

large enterprises and companies scaling up

Topics

Mentioned

Companies
Elysium, Figure AI, Google, Nvidia, Guzman y Gomez, Sesame AI, Waymo, Tesla, OpenAI, Meta, Limitless, Qantas, United
Tools
Torch TPU, PyTorch
Also
Yann LeCun, Brett Adcock, Deadmau5, Sergey Brin, Johnny Ive

Related episodes from other shows

Other shows on the same ground, closest first.

  • The Circuit · 46m

    EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW

    Ben Bajarin and Jay Goldberg analyze NVIDIA's recent earnings, focusing on the implications of its $26 billion cloud compute pre-purchase commitment and the economic lifecycle of GPUs. They discuss the competitive landscape between NVIDIA's GPUs and custom AI ASICs from Google and Broadcom, noting Jensen Huang's claims about NVIDIA's dedicated focus. The hosts then evaluate Google's release of the Gemini 3 model and the 'Nano Banana' image creation tool, highlighting how these multimodal capabilities are driving practical adoption for non-technical users.

    Pricing, margins & unit economicsChips, FPGAs & semiconductors
    6 chapters

  • The Circuit · 41m

    Episode 85: OpenAI leaves AI Silicon in the Dust

    Ben Bajarin and Jay Goldberg discuss how OpenAI's new model, which uses reinforcement learning and multi-level reasoning, drastically increases inference compute demands, leaving current silicon architectures behind. They analyze the competitive landscape, noting that while Nvidia dominates training, the inference market is becoming more open due to high costs and the need for edge deployment. The hosts also highlight Google's recent demos, including a podcast generator and a game engine, as evidence of rapid software innovation that continues to outpace hardware development.

    AI & machine learningChips, FPGAs & semiconductors
    7 chapters

  • The Circuit · 52m

    EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change

    Ben Bajarin and Jay Goldberg analyze TSMC's strong earnings and strategic ramp-up of N3 production to meet AI demand, while discussing the compute deficit impacting firms like Anthropic and Cerebras' S1 chip. They explore the fragmenting market for custom ASICs as Google considers design partners like Marvell and MediaTek, and weigh in on Tim Cook's departure from Apple, arguing his legacy was preserving the company's culture for John Ternus.

    Chips, FPGAs & semiconductorsAI & machine learning
    6 chapters

  • The Circuit · 49m

    EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity

    Ben Bajarin and Jay Goldberg discuss Google's launch of TPU v5p and v5i at Google Next, highlighting the strategic shift to disaggregated training and inference silicon, including the new 'Boardfly' networking and Axion CPU head nodes. They analyze Intel's strong earnings and 'CPU resurgence,' noting improved yields, the viability of 14A process, and Intel Foundry's growing capacity. Finally, they examine the TSMC Symposium's discussion on High-NA EUV adoption delays and the broader semiconductor bull cycle.

    Chips, FPGAs & semiconductorsManufacturing partners & offshoring
    7 chapters

  • The Circuit · 47m

    Episode 69: Google Silicon, Microsoft BUILD NPUs, and NVDA Earnings

    Ben Bajarin and Jay Goldberg discuss Google's recent announcements at Google I/O, specifically the Axion ARM CPU and Trillium TPU, noting Google's strategic emphasis on its own silicon over NVIDIA GPUs. They analyze Microsoft's launch of Copilot PCs powered by Qualcomm Snapdragon X Elite, highlighting massive OEM design wins driven by superior battery life and Microsoft's ecosystem control. The hosts then dissect NVIDIA's earnings, focusing on the Blackwell launch, the growth of its data center networking business, and the competitive dynamics between InfiniBand and Ethernet. Finally, they debate the implications of NVIDIA's 10-to-1 stock split, predicting increased retail investor volatility.

    Chips, FPGAs & semiconductorsConnected products & IoT
    6 chapters

The summary, chapters and topics are generated from the episode’s audio by this directory, not written by Built 2 Scale. The episode itself belongs to its publisher.