No Priors · Friday, October 2, 2026
Walter Goodwin, CEO of Fractile, explains the company's strategy of controlling the entire AI chip design process, from architecture to physical design. This full-stack approach allows Fractile to be more agile and responsive to the rapidly evolving AI workload landscape, contrasting with traditional, more siloed chip development methods.
“And I think for us as a very full stack company, so we have a team that does span very deep workload understanding. I think we actually try to run ahead in many places and look at where would we change a model architecture to be more exceptionally aligned with our bet? What do we think is the scaling law vector for the particular bets that we are taking?”
“But what it allows us to do is have this kind of much more agile closed loop. And I think that's becoming increasingly essential as you look at the sort of cadence needs that are set by this industry.”
“And so this kind of structural setup where we have the entire story in-house, it's very, very different to this kind of, I guess, prior approach where there's almost like a handoff point.”