In general, Jetson has quite a large market. Vehicle companies use automotive-rated Jetson Orins, and defense companies also use Jetson Orins to power ML applications on the edge (Anduril). Many of the companies we currently talk to are robotics companies that are forced to use Jetsons because they are both the least of the bad options and the only edge compute provider with enough juice to run larger transformer models.
And the auto and Defense markets are so easy to enter! /s
Both of these markets have long lead times, tight HW build times, and move incredibly slowly. They are not the kind of markets that like using stuff from new companies with no history. Again, I'm no expert, but I'd say you need to be concentrating on sales and market research now.
With respect it doesn't sound like you know much about any of these businesses. This startup is extremely early, the road to silicon is long, and there is a lot of external change and learning by doing that will happen between here and there. This is them getting started and based on my related work experience I think it's pretty interesting.
We are not under the illusion these markets are easy to enter. Still, we believe providing an effortless and compatible experience for edge ML computing is a strong competitive advantage. We have not met anyone who likes using Jetsons yet, unlike A100/H100s in the server market.
Edit: I should note that if it weren't for Dusty and his docker image generating GitHub repo for Jetson, we would have spent weeks trying to get our kernels and optimized models shipped to customers.
What's your point? Is it that one shouldn't attempt to enter a market just because it's difficult? Or are you trying to educate the founders about something obvious that they likely have already spent 1000x more time thinking about than you?
