What podcasts say about Mitesh Agrawal

Every statement, with the speaker, the exact quote and the moment it was said.

What Mitesh Agrawal has said on podcasts

10 statements · 8 positive · 2 neutral

on AI inference memoryPositiveSep 11, 2026· TBPN
Memory capacity and bandwidth will become increasingly important for AI inference.
“Memory is going to get a big part of the story for inference.”
Listen at 1:29:23
Open the episode · Fruitfly Hard Takeoff, Washington on AI Risk, 𝕏 Timeline Reactions | Thijs Simonian, Alex Heath & Guy Oseary, Mitesh Agrawal
on NVIDIA AI chipsPositiveSep 11, 2026· TBPN
NVIDIA leads the market while releasing a new chip selection every 12 months.
“new chip every 12 months. NVIDIA is the absolute king.”
Listen at 1:30:21
Open the episode · Fruitfly Hard Takeoff, Washington on AI Risk, 𝕏 Timeline Reactions | Thijs Simonian, Alex Heath & Guy Oseary, Mitesh Agrawal
on Positron first product shipmentPositiveSep 11, 2026· TBPN
Positron shipped its first customer product within 15 months.
“we got our first shipment to a customer in 15 months.”
Listen at 1:31:24
Open the episode · Fruitfly Hard Takeoff, Washington on AI Risk, 𝕏 Timeline Reactions | Thijs Simonian, Alex Heath & Guy Oseary, Mitesh Agrawal
on AI inference hardwarePositiveSep 11, 2026· TBPN
AI hardware offering both strong TCO and interactivity should attract demand.
“if you can do and or, you're going to bound to have get demand.”
Listen at 1:33:48
Open the episode · Fruitfly Hard Takeoff, Washington on AI Risk, 𝕏 Timeline Reactions | Thijs Simonian, Alex Heath & Guy Oseary, Mitesh Agrawal
on AI-chip startups versus NVIDIANeutralSep 11, 2026· TBPN
AI-chip startups should reach 10% of NVIDIA’s revenue before claiming to rival it.
“no one is rivaling NVIDIA. Like, get to at least 10% of their revenue before putting the tagline on”
Listen at 1:36:05
Open the episode · Fruitfly Hard Takeoff, Washington on AI Risk, 𝕏 Timeline Reactions | Thijs Simonian, Alex Heath & Guy Oseary, Mitesh Agrawal
on hyperscaler and frontier-lab AI deploymentsNeutralSep 11, 2026· TBPN
Hyperscalers and frontier labs require AI hardware proposals exceeding one gigawatt.
“for hyperscalers and Frontier Labs, honestly, they will literally say gigawatt plus”
Listen at 1:38:26
Open the episode · Fruitfly Hard Takeoff, Washington on AI Risk, 𝕏 Timeline Reactions | Thijs Simonian, Alex Heath & Guy Oseary, Mitesh Agrawal
on Positron production scalePositiveSep 11, 2026· TBPN
Positron needs a plan to reach hundreds of megawatts by 2028.
“In 2028, we better have a plan of how do we get to, like, hundreds.”
Listen at 1:39:00
Open the episode · Fruitfly Hard Takeoff, Washington on AI Risk, 𝕏 Timeline Reactions | Thijs Simonian, Alex Heath & Guy Oseary, Mitesh Agrawal
on Positron revenuePositiveSep 11, 2026· TBPN
Positron could grow revenue through alternative customers to $200 million, $250 million, $1 billion, or $2 billion.
“you can grow the company, you know, get 200 million revenue for 250 million, a billion, 2 billion through this other kind of channels as well”
Listen at 1:39:48
Open the episode · Fruitfly Hard Takeoff, Washington on AI Risk, 𝕏 Timeline Reactions | Thijs Simonian, Alex Heath & Guy Oseary, Mitesh Agrawal
on AI model deploymentPositiveSep 11, 2026· TBPN
AI agents will soon automate bringing new model releases into production.
“Model drops, comes in, can probably do it. And that's a very near future of it.”
Listen at 1:43:04
Open the episode · Fruitfly Hard Takeoff, Washington on AI Risk, 𝕏 Timeline Reactions | Thijs Simonian, Alex Heath & Guy Oseary, Mitesh Agrawal
on Positron software stackPositiveSep 11, 2026· TBPN
Positron will build its software stack around open-source tools.
“The software stack is going to be built around open source.”
Listen at 1:43:55
Open the episode · Fruitfly Hard Takeoff, Washington on AI Risk, 𝕏 Timeline Reactions | Thijs Simonian, Alex Heath & Guy Oseary, Mitesh Agrawal

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.