1,117 records for Etched: 69 current, 1,048 superseded (struck through). A superseded record is a value that a later observation replaced; it is kept, never erased.
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
score.venture_signal | 73.9 | derived | calc | 2026-11-10 | superseded | 0.60 |
score.venture_signal | 74 | derived | calc | 2026-11-09 | superseded | 0.60 |
score.venture_signal | 74.1 | derived | calc | 2026-11-08 | superseded | 0.60 |
score.venture_signal | 74.2 | derived | calc | 2026-11-07 | superseded | 0.60 |
score.venture_signal | 74.3 | derived | calc | 2026-11-06 | superseded | 0.60 |
score.venture_signal | 74.4 | derived | calc | 2026-11-05 | superseded | 0.60 |
score.venture_signal | 74.5 | derived | calc | 2026-11-04 | superseded | 0.60 |
score.venture_signal | 74.6 | derived | calc | 2026-11-03 | superseded | 0.60 |
score.venture_signal | 74.7 | derived | calc | 2026-11-02 | superseded | 0.60 |
score.venture_signal | 74.8 | derived | calc | 2026-11-01 | superseded | 0.60 |
score.venture_signal | 74.9 | derived | calc | 2026-10-30 | superseded | 0.60 |
score.venture_signal | 75 | derived | calc | 2026-10-29 | superseded | 0.60 |
score.venture_signal | 75.1 | derived | calc | 2026-10-28 | superseded | 0.60 |
score.venture_signal | 75.2 | derived | calc | 2026-10-27 | superseded | 0.60 |
score.venture_signal | 75.3 | derived | calc | 2026-10-26 | superseded | 0.60 |
score.venture_signal | 75.4 | derived | calc | 2026-10-25 | superseded | 0.60 |
score.venture_signal | 75.5 | derived | calc | 2026-10-24 | superseded | 0.60 |
score.venture_signal | 75.6 | derived | calc | 2026-10-23 | superseded | 0.60 |
score.venture_signal | 75.7 | derived | calc | 2026-10-22 | superseded | 0.60 |
score.venture_signal | 75.8 | derived | calc | 2026-10-21 | superseded | 0.60 |
score.venture_signal | 75.9 | derived | calc | 2026-10-20 | superseded | 0.60 |
score.venture_signal | 76 | derived | calc | 2026-10-19 | superseded | 0.60 |
score.venture_signal | 76.1 | derived | calc | 2026-10-18 | superseded | 0.60 |
score.venture_signal | 76.3 | derived | calc | 2026-10-15 | superseded | 0.60 |
score.venture_signal | 76.4 | derived | calc | 2026-10-14 | superseded | 0.60 |
score.venture_signal | 76.5 | derived | calc | 2026-10-14 | superseded | 0.60 |
score.venture_signal | 76.6 | derived | calc | 2026-10-12 | superseded | 0.60 |
score.venture_signal | 76.7 | derived | calc | 2026-10-11 | superseded | 0.60 |
score.venture_signal | 76.8 | derived | calc | 2026-10-10 | superseded | 0.60 |
score.venture_signal | 76.9 | derived | calc | 2026-10-09 | superseded | 0.60 |
score.venture_signal | 77 | derived | calc | 2026-10-08 | superseded | 0.60 |
score.venture_signal | 77.7 | derived | calc | 2026-09-30 | superseded | 0.60 |
score.venture_signal | 77.8 | derived | calc | 2026-09-30 | superseded | 0.60 |
score.venture_signal | 77.9 | derived | calc | 2026-09-28 | superseded | 0.60 |
score.venture_signal | 78 | derived | calc | 2026-09-27 | superseded | 0.60 |
score.venture_signal | 78.1 | derived | calc | 2026-09-26 | superseded | 0.60 |
score.venture_signal | 78.2 | derived | calc | 2026-09-25 | superseded | 0.60 |
score.venture_signal | 78.3 | derived | calc | 2026-09-24 | superseded | 0.60 |
score.venture_signal | 78.4 | derived | calc | 2026-09-23 | superseded | 0.60 |
score.venture_signal | 78.5 | derived | calc | 2026-09-22 | superseded | 0.60 |
score.venture_signal | 78.6 | derived | calc | 2026-09-21 | superseded | 0.60 |
score.venture_signal | 78.7 | derived | calc | 2026-09-20 | superseded | 0.60 |
score.venture_signal | 78.8 | derived | calc | 2026-09-19 | superseded | 0.60 |
score.venture_signal | 78.9 | derived | calc | 2026-09-18 | superseded | 0.60 |
score.venture_signal | 79 | derived | calc | 2026-09-17 | superseded | 0.60 |
score.venture_signal | 79.1 | derived | calc | 2026-09-15 | superseded | 0.60 |
score.venture_signal | 79.2 | derived | calc | 2026-09-14 | superseded | 0.60 |
score.venture_signal | 79.3 | derived | calc | 2026-09-13 | superseded | 0.60 |
score.venture_signal | 79.4 | derived | calc | 2026-09-12 | superseded | 0.60 |
score.venture_signal | 79.5 | derived | calc | 2026-09-11 | superseded | 0.60 |
score.venture_signal | 79.6 | derived | calc | 2026-09-10 | superseded | 0.60 |
score.venture_signal | 79.7 | derived | calc | 2026-09-10 | superseded | 0.60 |
score.venture_signal | 79.8 | derived | calc | 2026-09-08 | superseded | 0.60 |
score.venture_signal | 79.9 | derived | calc | 2026-09-07 | superseded | 0.60 |
score.venture_signal | 80 | derived | calc | 2026-09-06 | superseded | 0.60 |
score.venture_signal | 80.1 | derived | calc | 2026-09-05 | superseded | 0.60 |
score.venture_signal | 80.2 | derived | calc | 2026-09-04 | superseded | 0.60 |
score.venture_signal | 80.3 | derived | calc | 2026-09-02 | superseded | 0.60 |
score.venture_signal | 80.4 | derived | calc | 2026-09-02 | superseded | 0.60 |
score.venture_signal | 80.5 | derived | calc | 2026-08-31 | superseded | 0.60 |
score.venture_signal | 80.6 | derived | calc | 2026-08-30 | superseded | 0.60 |
score.venture_signal | 80.7 | derived | calc | 2026-08-29 | superseded | 0.60 |
score.venture_signal | 80.8 | derived | calc | 2026-08-28 | superseded | 0.60 |
score.venture_signal | 70.9 | derived | calc | 2026-08-28 | superseded | 0.60 |
score.venture_signal | 71 | derived | calc | 2026-08-27 | superseded | 0.60 |
score.venture_signal | 71.1 | derived | calc | 2026-08-26 | superseded | 0.60 |
score.venture_signal | 71.2 | derived | calc | 2026-08-25 | superseded | 0.60 |
score.venture_signal | 71.3 | derived | calc | 2026-08-24 | superseded | 0.60 |
score.venture_signal | 71.7 | derived | calc | 2026-08-19 | superseded | 0.60 |
score.venture_signal | 71.8 | derived | calc | 2026-08-18 | superseded | 0.60 |
score.venture_signal | 71.9 | derived | calc | 2026-08-17 | superseded | 0.60 |
score.venture_signal | 72 | derived | calc | 2026-08-16 | superseded | 0.60 |
score.venture_signal | 72.1 | derived | calc | 2026-08-16 | superseded | 0.60 |
score.venture_signal | 72.8 | derived | calc | 2026-08-08 | superseded | 0.60 |
score.venture_signal | 72.9 | derived | calc | 2026-08-07 | superseded | 0.60 |
score.venture_signal | 73 | derived | calc | 2026-08-06 | superseded | 0.60 |
score.venture_signal | 74.1 | derived | calc | 2026-07-25 | superseded | 0.60 |
sector | hardware | derived | calc | 2026-11-06 | normalized | 0.75 |
sector | emerging | derived | calc | 2026-08-08 | superseded | 0.50 |
signal.attributed_claims | 10 | observed | intelligence.claims | 2026-09-26 | parsed | 0.90 |
signal.commentary | {"context": null, "run_ref": "01M6RHCJRC6710FCN7MGWBH21M", "signals": [{"quote": "You have a perfect example with Gavin Uberti from Etched. Gavin met every great investor in Silicon Valley, and everyb | observed | artifact ↗ | 2026-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3N2QX94JGN8DN6VS10H94R1", "signals": [{"quote": "But you know what I think would be an interesting one is Etched. I think I'm going to go Etched for number four. Well, | observed | artifact ↗ | 2026-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "we think all AI chips in the future are going to be low-voltage chips.", "stance": "bullish", "confidence": 1, "signal | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "we were able to create a new mechanism of running at much lower voltages, a new type of power delivery that we call lo | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "we're now bringing forward our first generation of this low voltage inference technology, which is running at under ha | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "What we're able to do is add way, way more bandwidth and a much lower latency from chip to chip to our interconnects. | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "we can go ahead and cut this by more than a factor of 5x. And that allows us to then use the memory of other chips muc | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "you win by building the best product. And similarly, we think we can do it with a lot fewer folks. That if you're will | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "the best vendor is no vendor. As much as possible, we want to vertically integrate the entire product, both because we | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "We have a factory in Taiwan, we have a few dozen people out there. We built a clone of a bunch of the test stations in | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "We have a pretty bimodal talent philosophy. It starts with what we call the legends, which is when we're trying to sol | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "Brian started the HGX and DGX team at NVIDIA, which was a majority of NVIDIA's revenue, tens of billions of dollars a | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "he built a contraption in a week that, like, actually de-risked, like, a pretty key power question we had.", "stance": | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "You kind of have to be sick in the head to join our company.", "stance": "neutral", "confidence": 0.6, "signal_class": | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "it's really the legends plus some naivete, raw first principles type talent.", "stance": "bullish", "confidence": 0.5, | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "we found three people that we thought could fit the bill. And we talked to all of them, and two of them have just reti | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "every day there's over a billion dollars of revenue in this category and a lot of it's inference. So every day we don' | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FP1C1KCVDFTKN2CXW7GX9K", "signals": [{"quote": "We were able to do it in 40 days. And it's because by the time the chip came back, everything was boring. The software | observed | artifact ↗ | 2026-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HXAZDZ1M3X4EM26V4WZZZ", "signals": [{"quote": "i think this company's bet on the future is both incredibly interesting incredibly bold and can have big market impact | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HXAZDZ1M3X4EM26V4WZZZ", "signals": [{"quote": "right now it is clear that ai inference is going to be a massive massive market and there are already a number of chip | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HXAZDZ1M3X4EM26V4WZZZ", "signals": [{"quote": "it'll be the same way of the number of headline flops that we claim uh you will find you will get more than 90 utiliza | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HXAZDZ1M3X4EM26V4WZZZ", "signals": [{"quote": "if you're only able to get a third of the theoretical maximum the amount of math your chip can do you can only serve a | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HXAZDZ1M3X4EM26V4WZZZ", "signals": [{"quote": "we have some very exciting stuff coming out later this year", "stance": "bullish", "signal_class": "prediction", "spea | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HXAZDZ1M3X4EM26V4WZZZ", "signals": [{"quote": "he does have like a market fit like here's where i have an opportunity here's what nvidia is not focused on that i can | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HXAZDZ1M3X4EM26V4WZZZ", "signals": [{"quote": "if this chip hits the market the way they think it's going to this company is going to print money", "stance": "bullis | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HXAZDZ1M3X4EM26V4WZZZ", "signals": [{"quote": "if i had five if i was an investor i'd put five bucks on etched you know versus a lot of other", "stance": "bullish", | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
source.document.reference | {"kind": "podcast", "title": "Ramtin Naimi on the State of Venture Investing - [Invest Like the Best, EP.499] — etched", "source_id": "01M6RFCTVA8TF09NJXSE10BJAB-m-9cb45a27a2808c01", "extract_ref": "a | observed | artifact ↗ | 2026-11-06 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "pscrb.fm/rss/p/traffic.megaphone.fm/LTANT2688689635.mp3 — etched", "source_id": "01M3N1J28NQHHECXJPWPH8NG5V-m-9cb45a27a2808c01", "extract_ref": "artifact:sha256:e18a0c927 | observed | artifact ↗ | 2026-09-28 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "AI in Gaming, Nvidia and GPU Clouds, Nuclear Energy Challenges, and Waymo Updates | E2038 — etched", "source_id": "01KXRSP9PMZP5WK9A655VNPVX9-m-9cb45a27a2808c01", "extract_ | observed | artifact ↗ | 2026-08-08 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "23andMe BANKRUPT, Saylor Still Buying Bitcoin, + Founder Interviews | E2102 — etched", "source_id": "01KXRSP8WBM7WDX84K295408FB-m-9cb45a27a2808c01", "extract_ref": "artifac | observed | artifact ↗ | 2026-08-07 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "The end of Venture Capital? (VC Roundtable) | E2285 — etched", "source_id": "01KXRSP6CAPGMEF7KAFHAB78Y3-m-9cb45a27a2808c01", "extract_ref": "artifact:sha256:2b1e9c248b38e03 | observed | artifact ↗ | 2026-08-06 | normalized | 0.95 |
source.document.reference | {"kind": "document", "title": "etched — funding_intake snapshot (accumulation gate)", "source_id": "01KYAWZ6DN5E80AP94JG33878A", "extract_ref": "artifact:sha256:6e22dacc279d25d73818afc804febc7d8f71fcb | observed | artifact ↗ | 2026-07-24 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480] — etched", "source_id": "01M4FM7NSYBJJ9PADFBDH5X970-m-9cb45a27a2808c01 | observed | artifact ↗ | 2026-06-30 | normalized | 0.95 |
source.document.reference | {"kind": "podcast", "title": "Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480] — etched", "source_id": "01M4FM7NSYBJJ9PADFBDH5X970-m-9cb45a27a2808c01 | observed | artifact ↗ | 2026-10-09 | superseded | 0.95 |
website_url | https://etched.com | observed | artifact ↗ | 2026-07-24 | normalized | 0.95 |
website_url | https://etched.com | observed | artifact ↗ | 2026-07-24 | normalized | 0.90 |
website.homepage.has_pricing_link | false | observed | artifact ↗ | 2026-07-24 | normalized | 0.80 |