Etched

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The platform's own early signals for this company — hard-to-fake observations. Where one was recorded before a raise, the gap is shown; that is an observation, not a prediction.

• SEC Form D — secondary demand 4 signals · latest 2026-08-13 recorded 5d before the raise
• TLS certificate transparency 2 signals · latest 2026-06-13

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• bullish assessment Ramtin Naimi

  You have a perfect example with Gavin Uberti from Etched. Gavin met every great investor in Silicon Valley, and everybody walked away from the meeting thinking he was brilliant. I don't think there's a single VC who met Gavin that didn't think he was brilliant. But a lot of people just assumed a startup company cannot outcompete incumbents on like AI chip fabrication. It's just never going to happen. And it wasn't until Sequoia blessed them with a $10 billion valuation that everyone was like, oh

• bullish fact claim Unattributed

  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 was already written. The rack was already there. The production line was already set up.

• bullish fact claim Unattributed

  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't ship, we're just leaving tons of opportunity on the table.

• bullish fact claim Unattributed

  we found three people that we thought could fit the bill. And we talked to all of them, and two of them have just retired, and one of them was planning to do one more generation for NVIDIA and then retire. His name is Brian. And over time, we convinced him to join.

• bullish assessment Unattributed

  it's really the legends plus some naivete, raw first principles type talent.

• neutral assessment Unattributed

  You kind of have to be sick in the head to join our company.

• bullish fact claim Unattributed

  he built a contraption in a week that, like, actually de-risked, like, a pretty key power question we had.

• bullish fact claim Unattributed

  Brian started the HGX and DGX team at NVIDIA, which was a majority of NVIDIA's revenue, tens of billions of dollars a quarter.

• neutral fact claim Unattributed

  We have a pretty bimodal talent philosophy. It starts with what we call the legends, which is when we're trying to solve an incredibly hard technical problem and generally do something that hasn't been done before, we need to find the very best person in the world. And often the number one guy in the world versus the number 10 guy versus the number 100 guy, huge difference in whether it's actually possible to solve the problem. We created the system we call project-based recruiting, where we map

• bullish assessment Unattributed

  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 our office. We have a two megawatt data center on this floor and we did 24-7 development cycles. People are doing day shifts and night shifts to actually get the hardware up and running as quickly as possible. But it's that extreme vertical integration and extreme parallelization of the schedule that lets you get products to market way faster.

• bullish fact claim Unattributed

  the best vendor is no vendor. As much as possible, we want to vertically integrate the entire product, both because we get more performance, but we can move way faster. So everything from the chips to the boards to the cold plates to the interconnects to even the production, we want to do all of it as in-house as possible. I think we're the only startup right now that's building its own rack as well as its own chips. And we did it all at the same time.

• bullish assessment Unattributed

  you win by building the best product. And similarly, we think we can do it with a lot fewer folks. That if you're willing to go ahead and just focus on product, product, product and parallelize relentlessly, you don't need 20,000 people like the big companies have. You can do the best product in the world with far fewer people.

• bullish assessment Unattributed

  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 much more effectively. As you scale the world size, your time per token goes down proportionally.

• bullish assessment Unattributed

  What we're able to do is add way, way more bandwidth and a much lower latency from chip to chip to our interconnects. It allows us to be able to go serve models at this much higher speed because you can go use the SRAM and the HBM from the full scale-up cluster as a single pool.

• bullish fact claim Unattributed

  we're now bringing forward our first generation of this low voltage inference technology, which is running at under half the voltage of any other AI chip.

• bullish fact claim Unattributed

  we were able to create a new mechanism of running at much lower voltages, a new type of power delivery that we call low-voltage inference.

• bullish prediction Unattributed

  we think all AI chips in the future are going to be low-voltage chips.

• bullish assessment Unattributed

  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, if you think about it, I mean, Apple right now, they're entirely dependent on NVIDIA chips like everybody else. Imagine owning their own chip company. And Etched is exactly the kind of AI chip that Apple desperately needs. They're not training models. They're running inference constantly, especially now that they own Perplexity, Jason. So I feel like, you know, Siri and Apple in

• bullish endorsement Unattributed

  if i had five if i was an investor i'd put five bucks on etched you know versus a lot of other

• bullish prediction Unattributed

  if this chip hits the market the way they think it's going to this company is going to print money

• bullish assessment Unattributed

  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 focus on and like here's this narrow segment of the market that's open that i can sort of exploit

• bullish prediction Gavin Baker

  we have some very exciting stuff coming out later this year

• bullish assessment Gavin Baker

  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 third of that number of customers but if you get 90 you can serve three times more customers

• bullish fact claim Gavin Baker

  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 utilization of those flops because the whole thing is built around getting to that really high utilization number

• bullish assessment Gavin Uberti

  right now it is clear that ai inference is going to be a massive massive market and there are already a number of chips on the market like nvidia's gpus and google's tpus that do a pretty good job of this and what they have in common is that they're all programmable you can go run code on nvidia gpu or google tpu to run many different kinds of models convolutional networks like resnet transformers of course lstms rnns whatever whack you think comes out of you know neural network factories but th

• bullish assessment Jason Calacanis

  i think this company's bet on the future is both incredibly interesting incredibly bold and can have big market impact

1. 2028-02-16 we have some very exciting stuff coming out later this year · Prediction · confirmed
2. 2026-08-18 Round · $700M
3. 2026-07-23 Series C · $300M · Led by Sequoia Capital

VentureSignalScore 73.6/100 for etched, composed from 2 of 4 components (hardware formula), discounted ×0.85 for 50% signal coverage

Showing the 69 current records. Full observation history — 1,047 superseded records →