Etched, every mention
14 scenes · ← back to Etched
tap a year for its mentions
every year anyone Harry Stebbings 10Jason Lemkin 3Steeve Morin 2Joon Sung Park 2Cliff Weitzman 2Anastasios Angelopoulos 2Immad Akhund 1Brendan Foody 1
Verbatim, from the transcripts: the passages where Etched comes up
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 55:28 Harry Stebbings You see etched, and you see a lot of other providers, Cerebris being one of them.
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 27:12 Harry Stebbings When you think about that, and the rebuilding of the entire stack, if you start with chips, we see more and more people coming in at the chips layer, whether it's etched or fractal in the UK.
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 1:09:34 Harry Stebbings Speaking of high IP businesses, literally, like, three weeks ago, Etched raised at ten billion. 2 times in the scene
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 14:49 Anastasios Angelopoulos So we should have the government, you know, really protecting it and growing it as well as new companies that are innovating, you know, etch just came out as an example, um, within the United States, uh, to continue to build on our lead… 2 times in the scene
The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park
- ▶ 1:02:20 Joon Sung Park The recently etched, uh, came out of, uh, their stealth, uh, quite bullish on their team. 2 times in the scene
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 30:41 Harry Stebbings We're staying adjacent, but it is one that I thought was interesting, which is Etched. 6 times in the scene
- ▶ 38:28 Jason Lemkin Maybe Etched will solve this for us.
- ▶ 46:02 Jason Lemkin I think we're seeing almost as bimodal trend where you have, we're going to make some bets on the, the, the, the young, 20 year old founders of etched.
- ▶ 1:05:04 Jason Lemkin I can found etched in a week.
Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
- ▶ 52:15 Brendan Foody Uh, I'm good friends with the etch guys.
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 1:51:33 Cliff Weitzman I will say that in the last 24 months, half of the content that I've consumed is deep research outputs from Speechify, where I go, hey, give me a comparative analysis of Catholicism versus Protestantism versus Mormonism versus Islam, and… 2 times in the scene
20VC Exclusive: Mercury Founder Launches First $26M Fund with Immad Akhund · 20VC with Harry Stebbings
- ▶ 46:06 Immad Akhund You know, I did this company Etched, which does, like, ASIC, uh, chip for, yeah, Transformers, uh, and it's, like, super interesting.
Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- ▶ 15:14 Steeve Morin The Tense Torrent, the Etched, the Vsora.
- ▶ 29:19 Steeve Morin One is called Etched.