My in-depth, 35 minute conversation about @neurophos's optical prefill accelerator with @PatrickTBowen (CEO). 0:00 - What's a metamaterial? 1:51 - Why should we care about optical compute? 5:47 - Why it's not about the speed of light 7:17 - Optical compute is a graveyard, why is Neurophos different? 12:08 - Free space optics & silicon photonics - what do these things mean? 16:21 - What's the catch? 19:56 - Compute vs memory constraints in inference 24:25 - The Handoff Problem: How difficult is it for customers to integrate specialized/disaggregated accelerators? 26:11 - What will be improved in the metasurface over time? 27:44 - A surprising feature of the semi industry 30:19 - An unexpected customer reaction 31:26 - If Neurophos were to fail, what would the reason be? 33:51 - & what if it succeeds? @geometryvc is an investor.