Robert Wachen (@robertwachen) / X

Very excited for @mamoonha and @kleinerperkins to be joining our latest round Mamoon did his thesis on low-voltage chips back in the day, so feels very full circle :)

Mamoon Hamid

@mamoonha

Aug 18

We're thrilled @kleinerperkins to back @Etched - the fastest company to ship production AI chips from scratch

Article

Etched: The Inference System for the AI Economy

Inference is becoming the most important infrastructure market in AI. As models reason longer and agents take on more work, the economics will increasingly come down to how many tokens a system can...

Our partnership with Jane Street started two years ago, when we flew to NYC and sat in a room with a dozen engineers. Here's the story:

Etched

@Etched

Aug 18

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.

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@carterjwilcox and I have talked about the inference singularity for a while Today’s models have clearly hit the tipping point of quality. Now we need new inference hardware for billions of people and long horizon agents to use them

How to Win the Largest Market in AI

There’s a certain rhythm in the history of computing: we can call it the specialization turn. When a workload is varied and shifting—usually early in the lifecycle of that workflow—people pay for...

We often talk about big bets at Etched and there’s no higher conviction investor than @sonyatweetybird and @abhishekm1636 Sonya did over 50 calls with customers, suppliers, and other chip companies before approaching us about working together Before I knew it I was on a plane

Sonya Huang 🐥

@sonyatweetybird

Jul 23

We @sequoia are leading the Series C in @Etched Etched has built a beautiful machine in Gen 1. And Gen 2/3/++ will only be faster and more ambitious. Maximizing intelligence per flop is both insanely fun engineering and an incredibly noble mission. Honored to be on board.

So excited to work with @sarahdingwang @RaghuRaghuram @DavidGeorge83 @shangdaxu on accelerating inference We have a long road ahead and wouldn’t want to work on it with any other team

Sarah Wang

@sarahdingwang

Jul 23

In 2022, months before ChatGPT and years before Cursor, Claude Code and Codex, @UbertiGavin, @robertwachen and @czhu1729 dropped out of Harvard to make a bet that looked, at the time, almost irresponsible: they would build an entire inference system—new chips, boards,

Etched

@Etched

Jul 23

We’ve raised $300M in Series C funding at a $10.3B valuation from Sequoia, Andreessen Horowitz, Jane Street, Argo, and SK Hynix. Our mission is to run the world's inference. This round accelerates production of our inference clusters. We've opened an 80,000-sqft, 10-MW facility

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