The Information's TITV Former Twitter CEO Building AI Web Infrastructure, Waymo’s Freeway Expansion | Nov 14, 2025
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Nov 14, 2025 
Parag Agrawal, former CEO of Twitter and now founder of Parallel Web Systems, shares insights on building AI web infrastructure and the future evolution of AI agents. Sid Sheth, CEO of d-Matrix, discusses their innovative inference chip challenging the GPU market, while Cory Weinberg reveals the boardroom turmoil at Grindr amid a takeover offer. The conversation also touches on Waymo's freeway expansion and its implications for autonomous vehicles, emphasizing the shift in public acceptance and safety perceptions.
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Inference Is A Distinct, Lucrative Market
- D-Matrix focuses on inference, not training, arguing inference is where AI monetizes and scales.
- They design domain-specific inference chips optimized for efficiency over general-purpose GPUs.
Corsair Chips Are Piloting With Customers
- Sid says D-Matrix's Corsair chips are in customers' hands and being piloted, with deployments taking ~12 months.
- He explains chip rollouts require close support and paced scaling.
Architect Around Scarce Foundry Resources
- Design chip architectures that avoid scarce leading-edge parts to reduce supply risk and speed production.
- Use N-1/N-2 process nodes and alternate memory to bypass HBM and interposer shortages.