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Reiner Pope is the co-founder and CEO of MatX, an AI chip startup based in Mountain View, California, designing purpose-built silicon for large language models. A former Google Senior Staff Software Engineer who led AI software development for Google's TPUs and served as Efficiency Lead for PaLM, Pope left Google one week before ChatGPT launched to build what he calls 'the best chips for LLMs that physics allows.' MatX has raised approximately $604M to date, including a $500M Series B led by Jane Street and Situational Awareness LP, and is building a hybrid SRAM-HBM chip architecture targeting the world's leading AI labs.

Dylan Patel is the founder and chief analyst of SemiAnalysis, a boutique AI infrastructure research and consulting firm he started as a solo blog on his 24th birthday. Growing up working night shifts at his immigrant parents' motel in rural Georgia, he taught himself semiconductor analysis while toggling between RuneScape and chip-geek forums. Today SemiAnalysis has 85+ employees, 260,000+ subscribers, and is on track to surpass $100 million in revenue in 2026 - making Patel one of the most influential voices in AI infrastructure, cited by Jensen Huang at GTC and referenced by Sam Altman.