Subvolts take AI is now designing the chips that power AI, making hardware development faster and more accessible. Jan 14, 2026
For you
Developers
Learn how AI is accelerating hardware design, potentially creating new tools and architectures for AI development.
Business
Understand how AI can democratize custom hardware, enabling companies to build specialized chips for their specific AI needs.
Hype note
3/5Notable

The founders previously built AI chips at Google and are now tackling the hardware bottleneck for AI development.

Training Data Episode

How Ricursive Intelligence’s Founders are Using AI to Shape The Future of Chip Design

37 min Interview Hosts: Sequoia Capital
0:0036:59

Audio streams from Sequoia Capital. Your place is remembered on this device.

From Subvolts

Summary and analysis by Subvolts editorial, AI-assisted.

Summary

Sequoia Capital's "Training Data" podcast features Anna Goldie and Azalia Mirhoseini, founders of Ricursive Intelligence. They discuss using AI to design computer chips, a process they've accelerated from years to hours. Their goal is to make custom chip creation accessible to any company, enabling AI to recursively design more powerful hardware and speed up AI development.

Explained simply

Building advanced computer chips usually takes years and lots of money. Anna Goldie and Azalia Mirhoseini explain how they use artificial intelligence to design chips much faster, cutting down the time from months to hours. This could let any company create its own specialized chips, speeding up AI progress.

Why listen

This episode offers insight into the hardware bottleneck for AI advancement. Goldie and Mirhoseini, who previously worked on Google's TPUs, explain how AI can revolutionize chip design. Their work at Ricursive Intelligence aims to democratize custom silicon, potentially impacting how companies like Google, Microsoft, and Meta develop their AI infrastructure. It's for engineers, AI researchers, and business leaders focused on the future of AI hardware.

On the mic
  • HostSequoia Capital
  • GuestAnna GoldieFounder, Ricursive Intelligence
  • GuestAzalia MirhoseiniFounder, Ricursive Intelligence
About
Key facts
  • Guest and Title: Anna Goldie and Azalia Mirhoseini, Founders of Ricursive Intelligence
  • Show: Training Data (Sequoia Capital)
  • Length: 37 minutes
  • Chip Design Improvement: Reduced chip floor planning from months to hours.
  • Previous Work: Created AlphaChip at Google, using AI for four generations of TPUs.
Show notes from Sequoia Capital

Anna Goldie and Azalia Mirhoseini created AlphaChip at Google, using AI to design four generations of TPUs and reducing chip floor planning from months to hours. They explain how chip design has become the critical bottleneck for AI progress -- a process that typically takes years and costs hundreds of millions of dollars. Now at Ricursive Intelligence, they're enabling an evolution of the industry from “fabless” to "designless," where any company can create custom silicon with Ricursive Intelligence. Their vision: recursive self-improvement where AI designs more powerful chips, and faster, accelerating AI itself.


Hosted by Stephanie Zhan and Sonya Huang

Jargon decoded
TPUs
Azalia Mirhoseini
Tensor Processing Units, specialized hardware chips designed by Google for AI tasks.
floor planning
Anna Goldie
A stage in chip design that involves arranging the physical layout of components on the chip.
fabless
Azalia Mirhoseini
A semiconductor company that designs chips but does not manufacture them.
silicon
Azalia Mirhoseini
Refers to computer chips, made from silicon material.
Published
Show
Training Data · Sequoia Capital
Length
37 min
Companies
Google, Microsoft, Meta
Products
AlphaChip, TPUs
Summary by
Subvolts, using an AI model (how we work). Spotted a mistake? Tell us.

Questions people ask

What problem does Ricursive Intelligence solve in chip design?
Chip design is a critical bottleneck for AI progress, typically taking years and costing millions. Ricursive Intelligence aims to make custom chip creation accessible to any company.
How are AI and chip design connected in this episode?
The founders used AI to design TPUs at Google and are now using AI to enable recursive self-improvement, where AI designs more powerful chips faster, accelerating AI itself.

Page generated Oct 19, 2026. Summaries are Subvolts' own; the audio, artwork and notes belong to Sequoia Capital.