The Compute 100
The Compute 100 is a podcast that features conversations about the compute industry, highlighting 100 companies across the semiconductor and compute value chain, including chip design, fabrication, advanced packaging, memory, power delivery, networking, and AI software. Hosted by early stage compute investors Brian Schechter and Gaby Lorenzi, the show interviews operators, builders, and investors shaping the new compute-centric economy.
Episodes
The Compute 100: Jascha Achterberg, Co-Founder & CTO, Callosum
Today’s guest is Jascha Achterberg, co-founder and CTO of Callosum. Jascha started with his Cambridge PhD collaborator Danyal Akarca (CEO), London-based Callosum is building infrastructure that matches complex AI workloads to specialized models and chips. The company has raised a $100 million seed round led by Atomico, with significant participation from Plural, DCVC, and the UK Sovereign AI Fund.
The Compute 100: Austin Lyons, Analyst & Writer, Chipstrat
Today's guest is Austin Lyons, the writer behind Chipstrat.Austin started his career as an engineer — graduate work in electrical engineering at the University of Illinois under semiconductor physicist Eric Pop, followed by time at Intel. From there, he made the shift to analysis and writing, building Chipstrat into one of the most widely-read independent newsletters covering semiconductors, o
The Compute 100: Naveen Rao, Co-founder & CEO of Unconventional AI
Today's guest is Naveen Rao, co-founder and CEO of Unconventional AI.Naveen has built two startups before Unconventional AI, both at critical inflection points in the AI market, often early to trends the world had yet to see. He founded Nervana, acquired by Intel for over $400M, then MosaicML, acquired by Databricks for $1.3B, after which he led AI at Databricks. Now he's after his magnum
The Compute 100: Patrick Bowen, CEO of Neurophos
Today's guest is Patrick Bowen, CEO of Neurophos.Patrick's path into chips started at age nine, when a neighbor taught him to build radios from Radio Shack kits and handed him a college EE textbook, which Patrick read cover to cover, homework included. He later double-majored in physics and EE, then did his PhD at Duke under David R. Smith, the physicist who built the first real invisibility cloak
The Compute 100: Alex Ksendzovsky, CEO, and Jon Pomeraniec, COO of The Biological Computing Company
Today's guests are Alex Ksendzovsky and Jon Pomeraniec, co-founders of The Biological Computing Company (TBC).Check out the demo here! www.tbc.co/demoAlex and John are both neurosurgeon-neuroscientists who met about fifteen years ago and have done nearly everything together since. Alex is the godfather to John's two kids and signed his wedding documents, in Russian. The idea for TBC traces
The Compute 100: Shahin Farshchi, General Partner at Lux Capital.
Today's guest is Shahin Farshchi, General Partner at Lux Capital.Shahin's path into venture started with a failed startup. After a PhD at UCLA designing low-noise amplifiers to capture brain signals, he bootstrapped a wireless biosignal monitoring company and learned the hard way that hospitals wanting a product and hospitals paying for one are very different things. A mentor told him he s
The Compute 100: Chase Lochmiller, CEO of Crusoe
Today's guest is Chase Lochmiller, co-founder and CEO of Crusoe.While climbing mountains with his best friend turned co-founder, Chase first learned about gas flares — spots around the world where energy was virtually free. In 2018, the vision was clear: co-locate small data centers next to these flares, mine bitcoin, and scale. But while Crusoe grew its mining business, Chase's core long-
Jeff Tatarchuk, Co-Founder and Chief Growth Officer of TensorWave
Today's guest is Jeff Tatarchuk, co-founder and Chief Growth Officer of TensorWave.Jeff is a serial entrepreneur who has spent his career building in the cloud and compute space. Before TensorWave, he co-founded VMAccel, an early FPGA cloud and edge provider, alongside his eventual TensorWave co-founder Darrick Horton. In 2023, Jeff found himself in a convo with someone looking for access to G
Jeff Wittich, CPO of Ampere
Today's guest is Jeff Wittich, CPO of Ampere. Jeff started his career at Intel at a device engineer, which launched a 15 year run at the company, eventually leading their cloud business and custom CPU program. In 2019, Jeff joined Ampere, where he currently acts as CPO. Ampere made an early bet on power efficiency being core to the future of AI that paid off in a big way with a $6.5B acquisiti
Lisa Spelman, CEO of Cornelis Networks
Today's guest is Lisa Spelman. Lisa is currently the CEO of Cornelis Networks. Lisa's career started at Intel, where she spent almost 19 years, ending her tenure as the GM of Intel's Xeon product, their enteprise CPU line. It was there that Lisa saw the pain around high performance networking on large scale clusters, inspiring the move to the operator side. In 2024, she took the helm a
Erik Bernhardsson, CEO of Modal
Today's guest is Erik Bernhardsson.Erik is the founder and CEO of Modal, NYC-based Series C infrastructure startup, most recently valued at $4.65B, up from their Series B at $1.1B. Modal was founded in 2021, in a pre-ChatGPT world, built to ease developer friction around deploying and running ML models at scale. The early product was inspired by Erik's time at Spotify where he built their
Justin Selig, Director at Efficient Computer
Today's guest is Justin Selig.Back in 2018, after hearing about the company from other graduate students, Selig joined Cerebras as an early member of their technical staff. Through 4 years with the company, he built much of their core kernel infra and the Cerebras SDK. He went on to join Eclipse Ventures, one of Cerebras' earliest backers, as an investor. From Eclipse, he joined Efficient
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