logarithmic-math
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Marc Bolitho Bet the Company on the Expensive Part of AI
After 28 years in automotive electronics, Marc Bolitho left the predictable road for a semiconductor startup - then redirected that startup when ChatGPT changed the map. His operating idea is simple enough to remember: stay level, work as one team, and follow the economics all the way down to the math.
Tensordyne
Tensordyne is a Sunnyvale- and Munich-based AI hardware company building inference systems that use a hardware-native logarithmic number system to cut the cost and power of running large AI models. Formerly the computer-vision startup Recogni, it rebranded in September 2025 and in June 2026 unveiled Napier (TDN), a 3nm, air-cooled inference platform it claims delivers roughly 13x the throughput and 17x the efficiency of Nvidia's GB300 NVL72 rack. The company positions itself as a direct challenger to Nvidia in the market for profitable, high-throughput generative-AI inference.