Etched - Building AI Hardware to Make Inference Faster and Cheaper

Gavin Uberti and Rob Wachen, founders of Etched, discuss building a startup AI chip company that succeeded against long odds. They taped out a working chip on their first attempt and secured over a billion dollars in customer demand. The conversation covers their technical architecture, the decision to build an entire rack system for inference, and a hiring strategy that blended industry legends with elite young talent. They also explain why they believe inference will become one of the world's largest markets.