Etched

“etched applied compute. Yeah. I love that company. Uh we've had Gavin on the show and uh I I interviewed him like right as he was launching and uh just a fascinating character like a fascinating storyteller deeply technical but still uh willing to engage with all the different aspects of AI and whatnot. and such a such a crazy pitch for you know a couple kids building a semiconductor company feels like a total long shot and a lot of skepticism around is there any value to A6 will it just be a winner take all market with uh Nvidia and then the market of course grew so much that uh even if you get 1% it's a $50 billion company I think right that's the rough math uh maybe more so uh absolutely massive success what are you thinking about”

The host expresses fascination with Etched's founder Gavin and describes the company's semiconductor pitch as a massive success despite initial skepticism.

“you know with the guys at Etched who've done a fantastic job of building new chips.”

Guest praised Etched for doing a fantastic job building new chips and is invested in their seed round.

“There's also the fact that there's like at least in the inference part of AI, there's a lot of other players who want AMD and Cerberus and Etched and all these other Trainium and whatever the Microsoft one was and TPUs, etc.”

Mentioned as an alternative chip provider in the AI inference market alongside other competitors.