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Empor.top
Empor.top
93 episodes
2 days ago
Long form stories about top companies of the world. In depth history, fundamental analysis, key people and bearish and bullish overviews.
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Investing
Business
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All content for Empor.top is the property of Empor.top and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Long form stories about top companies of the world. In depth history, fundamental analysis, key people and bearish and bullish overviews.
Show more...
Investing
Business
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Blaize - The Edge AI Chip Startup That Bet Against NVIDIA - $BZAI
Empor.top
49 minutes 54 seconds
1 month ago
Blaize - The Edge AI Chip Startup That Bet Against NVIDIA - $BZAI

In the fierce AI chip race dominated by NVIDIA’s data center juggernauts, Blaize Holdings has charted a bold, contrarian path by pioneering AI hardware tailored for the edge—where low power, real-time decision-making, and embedded intelligence reign supreme. Emerging from stealth in 2019 after years of bootstrapped development and strategic partnerships with automotive giants like DENSO and Mercedes-Benz, Blaize recently went public via a SPAC. For listeners intrigued by the future of decentralized intelligence and the gritty realities of deep-tech semiconductor innovation, Blaize’s long journey from stealth to scale offers a captivating glimpse into how the next frontier of AI computing may unfold.


Transcript - https://empor.top/us/BZAI


  • I. Introduction: A Contrarian Bet in the AI Arms Race
  • II. Founding Story: The Intel Exodus (2010-2014)
  • III. The Stealth Years: Building the GSP Architecture (2014-2019)
  • IV. Emerging from Stealth: The Blaize Rebrand (November 2019)
  • V. The GSP Chip Launch & Product Development (2020-2022)
  • VI. Strategic Funding & Automotive Partnerships (2021-2023)
  • VII. The SPAC Deal: Going Public via BurTech (2023-2025)
  • VIII. Technology Deep Dive: The Graph Streaming Processor
  • IX. The Global Expansion Strategy (2024-2025)
  • X. Playbook: Business & Strategy Lessons
  • XI. Competitive Landscape & Porter's Five Forces Analysis
  • XII. Hamilton's 7 Powers Analysis
  • XIII. Bear vs. Bull Case
  • XIV. KPIs to Watch
  • Conclusion: The Long Road from Stealth to Scale
Empor.top
Long form stories about top companies of the world. In depth history, fundamental analysis, key people and bearish and bullish overviews.