Etched Is Making The Biggest Bet In AI. Will It Matter?

??? Only have a few minutes? Enrich your knowledge for the day with this bite-sized podcast on Apple, Spotify, and YouTube.

?? In this episode of Will It Matter?, we unpack:

• Etched's $120 million bet on a specialized AI chip designed exclusively for transformer models, promising 20x faster performance than current GPUs.
• The potential disruption to the AI inference market, with a single Etched server potentially replacing 160 of Nvidia's top-tier H100 GPUs.
• The environmental implications of AI hardware advancements, including energy consumption and water usage in data centers.

?? Referenced:

• Etched is building an AI chip that only runs one type of model:
• Etched Is Making The Biggest Bet In AI: https://www.etched.com/announcing-etched

• My research: https://www.perplexity.ai/search/tell-me-more-about-etchs-new-c-SCDEClxHSXWRMDsy1ezLzA

?? Quick note:

As a founder being understood is more important than sounding smart. It enables your customers and investors to evangelize your product.