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Etched

4 statements across 4 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Feb 24, 2025 by Steeve Morin · said 23 times in 10 episodes since 2025 · across every show →

Mentions by year

brought up most by Harry Stebbings (10), Jason Lemkin (3), Steeve Morin (2), Joon Sung Park (2), Cliff Weitzman (2), Anastasios Angelopoulos (2), Immad Akhund (1), Brendan Foody (1)

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2026 20 mentions in 8 episodes 3 per episode
2025 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Etched, oldest first

Feb 24, 2025 bullish
Prediction Open · timeframe Feb 2028
Morin: Etched and Visor will bring high-speed inference chips at lower prices
“So my bet is, I think there will be, you know, chips on the market that do that at much lower price. And there's two companies I see going in that direction. One is called Etched. And the other one is called Visor.”
Steeve Morin Feb 24, 2025 ▶ 29:09 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
Jul 29, 2026 neutral
Opinion
Lemkin: Etched is not worth $10B today but could reach $200B
“My guess is it's not worth ten billion, but my guess is it could be worth two hundred billion and If your fund size and your winners work out, you make this bad and it makes sense, but it's probably not worth 10.3 billion today.”
Jason Lemkin Jul 29, 2026 ▶ 34:29 Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
Jul 31, 2026 bullish
Opinion
Park: Bullish on AI Hardware Startup Etched
“The recently etched came out of their stealth quite bullish on their team. I think they're going to be exciting.”
Joon Sung Park Jul 31, 2026 ▶ 1:02:20 The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park
Aug 20, 2026 bullish
Assertion Supported
Stebbings: Etched Raised $700M at a $21B Valuation
“Speaking of high IP businesses, literally, like, three weeks ago, Etched raised at ten billion. Today, they've announced they've raised seven hundred million at twenty-one billion from Jane Street, Kleiner, Sequoia, Andreessen.”
Harry Stebbings Aug 20, 2026 ▶ 1:09:34 Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
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