Etched @Etched came out of stealth claiming it can beat incumbent chipmakers on inference not by 10% but by 10x. Co-founders, Gavin Uberti and Rob Wachen, walk Patrick through the architecture, economics, and why the whole rack is the real moat. The takeaways worth saving: https://t.co/XXSBrs2ono
We've raised $700M at a $21B valuation from Jane Street, Kleiner Perkins, Sequoia, A16Z, Peter Thiel, BCV, and Blackstone. We're also excited to share that we've shipped our first rack to Jane Street. https://t.co/MFlF2xSw0B
Etched just came out of stealth: $800M raised, $5B valuation, $1B in signed contracts before shipping a single rack. I found their captable super interesting: Peter Thiel. Stanley Druckenmiller. Jane Street. Two Sigma. Hudson River Trading. Angels: Geoffrey Hinton, Andrej
Etched just announced a $700M raise at a $21B valuation, a testament to Etched's fast rise as one of the most promising companies in AI infrastructure. Galaxy has been proud to back @etched since its Series A in 2024. Congrats to the entire Etched team. We're excited to keep https://t.co/h8E24fF4T4
