AI:AM GUEST

Thomas Sohmers

CTO and Co-Founder, Positron AI

Thomas Sohmers is a co-founder of Positron AI, which builds AI inference hardware that uses commodity LPDDR memory instead of HBM. Positron’s Atlas servers are deployed at Oracle Cloud, and its custom Asimov chip is slated for production in the second half of 2027; the company raised an $875 million Series C at a $5 billion valuation in September 2026. A 2013 Thiel Fellow, he founded the processor startup REX Computing, was principal hardware architect at Lambda, where he built its first cloud, and served as director of technology strategy at Groq.

APPEARANCES

One AI:AM appearance.

EPISODE 2026-10-06 · OCT 6, 2026

AI’s Memory Wall and AI Engineering Meets Wall Street

Thomas Sohmers on Positron AI’s commodity-memory inference chips and using frontier models for chip verification; swyx on AI Engineer New York, finance as the next vertical, and managing coding agents. Nathan and Prakash discuss The Curve, AI safety spending, and a new 3SUM result.

GUESTS · Thomas Sohmers, Shawn Wang (swyx)