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The Two Harvard Dropouts Who raised $800M to take on NVIDIA, Sonic AI
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The Two Harvard Dropouts Who raised $800M to take on NVIDIA
Invest Like the Best
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Jun 30, 2026
•
1:32:28
Interview
The Two Harvard Dropouts Who raised $800M to take on NVIDIA
From
Invest Like the Best
Patrick O'Shaughnessy
(Founder, Colossus & Positive Sum, Invest Like the Best)
•
Robert Wachen
(Guest)
•
Gavin Uberti
(Guest)
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Executive Summary
Etched is a startup building a vertically integrated, full-rack solution for AI inference, betting that this market will become the largest in the world.
Their core technological innovations are a "low-voltage inference" power delivery system to overcome thermal bottlenecks and a custom interconnect to reduce chip-to-chip latency by over 5x.
The company claims its specialized hardware can deliver an order-of-magnitude (10x) more concurrency (users served) at a given speed compared to general-purpose GPUs.
Their strategy is based on the thesis that a few large AI models will dominate, justifying a highly specialized ASIC approach that strips out the inefficiencies of general-purpose hardware.
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