a16z@a16zSep 4

We're thrilled to lead a $300M investment in Gimlet Labs. AI inference is one of the fastest-growing markets in the history of capitalism, and we are running out of nearly every physical input required to serve it. Inference demand compounds at software speed; power plants, data centers, and semiconductor fabs do not. We believe @gimletlabs has built the solution: the first multi-silicon inference cloud, designed to produce more intelligence from every watt. This system is already delivering up to 10x gains in throughput and interactivity on frontier models within the same power envelope. In a market starved for compute, efficiency is net-new capacity and latency is product differentiation. Wherever the existing stack ends, the Gimlet team starts. Welcome, @zainasgar, Michelle Nguyen, @oazizi, @nserrino, James Bartlett, and the Gimlet Labs team! By @RaghuRaghuram, @sarahdingwang, @shangdaxu, @steph_zhang