Gavin Uberti

Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]

Etched is building a full inference stack, not just a chip, with a custom architecture optimized separately for prefill and decode. The founders argue that low-voltage operation, cluster-scale memory, and extreme vertical integration will make inference dramatically faster, cheaper, and eventually one of the largest markets in the world.