Mauro AtallaGuest
Dominique SilvaHost
Scott TewHost
You need to step back and consider what happens in the factory, what's gonna happen during transportation, like we're talking about, what's gonna happen when it gets on site, and is it gonna be assembled, how is it gonna be operated, maintained? You need to be thinking about all those things as you're designing and manufacturing and, and delivering the product, and it's not something that is...

My background was in aerospace, and I tell people we were chatting last night, the closest thing to aerospace that I've seen is this space where it's significant investment pushing the boundaries of technology.

You have to account for all these different objectives and constraints, and you have pressuring time, and you're innovating while you're doing this with a schedule.
And that's actually a little bit of, of Align's philosophy is, is maybe similar to the airplane industry in that we, we want to be on the leading edge of technology and innovation, but we don't necessarily want to be out on the bleeding edge to where we can't look our customers in the eye and say that this is a reliable, proven technology, that they can put tens of billions of dollars of GPU-
... to understand how we can be on that leading edge, making sure we're meeting the needs of advanced compute workloads while not pushing things out there that we can't stand behind.

And one of the things that I believe is very important, and it works really well between our companies, is this concept of partnership, right? Just to build on what you said, we can't be at the bleeding edge.

There is a risk profile, right, that works for us, our customers, but at the same time we want to be innovating.

It's developing models, eventually developing prototypes, but gaining confidence over time so that when we decide that this new idea is ready, it's truly ready, it's gonna work, and it's gonna do something that your competitors don't have, our competitors won't have.

You need to step back and consider what happens in the factory, what's gonna happen during transportation, like we're talking about, what's gonna happen when it gets on site, and is it gonna be assembled, how is it gonna be operated, maintained? You need to be thinking about all those things as you're designing and manufacturing and, and delivering the product, and it's not something that is...

My background was in aerospace, and I tell people we were chatting last night, the closest thing to aerospace that I've seen is this space where it's significant investment pushing the boundaries of technology.

You have to account for all these different objectives and constraints, and you have pressuring time, and you're innovating while you're doing this with a schedule.
And that's actually a little bit of, of Align's philosophy is, is maybe similar to the airplane industry in that we, we want to be on the leading edge of technology and innovation, but we don't necessarily want to be out on the bleeding edge to where we can't look our customers in the eye and say that this is a reliable, proven technology, that they can put tens of billions of dollars of GPU-
... to understand how we can be on that leading edge, making sure we're meeting the needs of advanced compute workloads while not pushing things out there that we can't stand behind.

And one of the things that I believe is very important, and it works really well between our companies, is this concept of partnership, right? Just to build on what you said, we can't be at the bleeding edge.

There is a risk profile, right, that works for us, our customers, but at the same time we want to be innovating.

It's developing models, eventually developing prototypes, but gaining confidence over time so that when we decide that this new idea is ready, it's truly ready, it's gonna work, and it's gonna do something that your competitors don't have, our competitors won't have.
The rest of this transcript — segmented and speaker-labeled, so you land on the exact moment something was said
Search every transcript — by keyword, by phrase, or by meaning, across every show Radar indexes
Trends — what is surging across podcasts, measured against its own baseline
Alerts — when a name you follow appears in a newly indexed episode
No account is needed to search Radar.