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

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Mm. My guests today are Gavin Uberti and Rob Walken, the founders of Edged. A few years ago, when they set out to build a better AI chip than the largest companies in the world, almost everyone I called told me it could not be done. They've since done it, taping out a working chip on their first attempt and becoming the first hardware company founded after Chat GPT to do so. There you have more than a billion dollars of customer demand for their first product and have raised eight hundred million dollars to build it.

Edge to build chips and systems designed to run AI models faster and at lower cost. They started the company in twenty twenty three and the product is a complete rack for inference. The chip along with the boards, the power delivery, the interconnects, and all the manufacturing to produce it all. We talk about the technical bets behind their architecture, how they hired industry legends and paired them with elite twenty two year olds, and why they believe inference will become one of the largest markets in the world. I think you will find the story of what they have built hard to forget. Please enjoy my conversation with Gavin and Rob.

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