Tim Davis co-founded Modular, whose mission is to create an AI hardware abstraction layer for the world. Modular was acquired by Qualcomm in July, 2026. He is now a SVP & GM of Modular at Qualcomm.
Previously, he served as a PM at Google, helping to create & scale AI systems inside Google Brain including infrastructure like TensorFlow, on-device AI & large model infrastructure.
Tim studied Engineering, Finance and Law in Australia and the US, and now resides in California. He is an active angel investor in AI startups.
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Essays
- Jul 26, 2026 Every GPU loan is really a software loan
- Apr 16, 2026 Probabilistic engineering and the 24-7 employee
- Oct 13, 2025 What we owe the minds we create
- Jun 6, 2025 Scale or Surrender: When watts determine freedom
- Sep 26, 2023 AI Regulation: step with care, and great tact
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Interviews
- Jul 30, 2026 EE Times: Why Qualcomm Bought An Open AI Software Stack
- Feb 13, 2026 Future Forward Interview
- Feb 5, 2026 The case for democratising compute in a multi-model world
- Nov 26, 2025 The "Android Moment" for AI: Why Modular Raised $250M to Break GPU Lock-In
- Jun 17, 2025 Interview with Alejandro Cremades
- Mar 25, 2025 Fund/Build/Scale Podcast Interview
- Sep 22, 2023 The Aussie conquering Silicon Valley
- Sep 4, 2023 Unite AI – Interview Series
- Jun 29, 2023 Data Exchange Interview
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Short posts
- Sep 24, 2025 Modular has raised $250M to scale AI's Unified Compute Layer
- Aug 24, 2023 Modular has raised $100M to fix AI infrastructure
- Jan 4, 2022 Founding Modular & Raising $30M
- Dec 10, 2021 Help Jason find his Rhythm
- Nov 22, 2021 Saving the Great Barrier Reef
- Aug 24, 2020 MLIR - Open Source Infrastructure for the world
- Oct 12, 2019 The career opportunity matrix
- May 10, 2019 Presenting at Google I/O
- Aug 9, 2016 Supportive Confrontation