But she says she’s looking at AI on a 10-plus year cycle — not just over the next four quarters. And there’s still a lot of room to improve our current models with higher performing chips.
“Generative AI, you know, is kind of the killer app for high performance computing,” she says.
She’s being interviewed by The Verge editor-in-chief Nilay Patel.
Scaringe said he doesn’t like the BMW model of charging for heated seats — a feature that’s just flipped on or off.
But for something where there’s “ongoing R&D efforts,” he thinks it makes sense and consumers are willing to pay. “We’re certainly planning that in future products,” he said.
For Rivian, that probably looks like some sort of autonomy features.
Scaringe says Rivian is still working on its months-to-years long backlog and ramping up production to meet it.
“It’s an incredibly high-cost problem to have,” he said. But he doesn’t want to get rid of it entirely. “It’s good to have some backlog.”
He questioned whether it should be six months of backlog or more like a year and a half. I heard an audible “Yiiiiick,” from a woman behind me.
He’s being interviewed by Verge EIC Nilay Patel and CNBC senior media and tech correspondent Julia Boorstin.
Day one kicks off with Rivian CEO RJ Scaringe, AMD CEO Lisa Su, Roblox CEO David Baszucki, and Warner Music Group CEO Robert Kyncl.
The Verge’s editor-in-chief, Nilay Patel, is cohosting, and naturally we’ll be there to cover the big interviews.
The event starts later today, so tune in then for live coverage. The first interviews start a bit after 6PM ET.
Netflix has a new teaser out for its game show version of Squid Game, which looks uncomfortably close to the actual dystopian series. (Minus, critically, all the death.)
The production quality looks just a bit nicer than MrBeast’s immensely popular knockoff. It’s out on November 22nd.
Snap wanted to get 4 million people subscribed to its $3.99/month service by the end of 2022. Turns out, it probably happened about 6 months later. The last milestone Snap disclosed was hitting 3 million subscribers in April.