Etched

No single number decides. Layers can disagree — that's the point. New to this? →

The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.

• SEC Form D — secondary demand 4 signals · latest 2026-08-13 predicted the raise 177d early ✓
• TLS certificate transparency 2 signals · latest 2026-06-13 predicted the raise 139d early ✓

See the full track record →

• 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 unknown · $700M
3. 2026-07-23 series_c · $300M · Led by Andreessen Horowitz

VentureSignalScore 79.4/100 for etched, composed from 2 of 4 components (emerging formula), discounted ×0.85 for 50% signal coverage