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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

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Company
The Chip That Was Wrong, and the Bet That Was Right
Ai · Hardware · Gaming

The Chip That Was Wrong, and the Bet That Was Right

NVIDIA's first graphics chip tried to do too much. The company survived by abandoning it, then spent two decades making a graphics processor useful to everyone from gamers to AI labs.

nvidia · gpusRead →
Company
Gimlet Labs, Inc.
Ai · Enterprise · Developer Tools

Gimlet Labs, Inc.

Gimlet Labs is a San Francisco applied research company building the first multi-silicon inference cloud - software that runs AI workloads simultaneously across CPUs, GPUs, and specialized accelerators. Founded by ex-Google and ex-NVIDIA engineers behind the Pixie observability project, Gimlet ships Gimlet Cloud (serverless agent inference) and kforge (autonomous kernel generation from PyTorch). The company exited stealth in October 2025 with eight-figure revenue and raised an $80M Series A led by Menlo Ventures in March 2026.

ai-infrastructure · ai-inferenceRead →