Encoded VC

Bandwidth is cheap. The bytes you have to hold in flight are not. Chris Zeoli's piece on why AI is a memory / storage workload is a great read. Inference is stateful now, that state has to live somewhere, and the memory-storage boundary is where value is

When we talk about GPU performance, we obsess over throughput. More tokens per second. Faster inference. But we're missing a critical insight: the relationship between power and performance is deeply nonlinear, and that nonlinearity has massive implicatio

Sometime in 2017, Reid came to me with a pitch for a company called Packet. I loved the name, but when he said it was a bare-metal hosting business, I replied with the obvious: they compete with AWS. He shot back, "Yes, that's the point. And the guys are

I'm excited to announce the launch of Encoded Ventures - a solo-GP fund that invests in technical founders building infrastructure software (and occasionally

Congratulations to Alon, Omer, Ben, Eyal, and the entire team at Atero.ai on their acquisition by Crusoe. The combination of Atero's Unified Memory

I've written many