The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Wachen: Etched is the only startup building custom racks and chips
“We're actually, I think we're the only startup right now that's building its own rack as well as its own chips.”
Wachen: Over $1B in AI Compute Revenue Generated Every Day
“Every day there's over a billion dollars of revenue in this category, and a lot of it's inference.”
Wachen: EDA tools default to freezing temperature constraints irrelevant to AI
“You know, the default configurations for a lot of these EDA tools assume that you're going to be running your chips in freezing temperatures. Now, I don't know about you, but I've never seen an AI data center with ice in it. So, you know, we can feel pretty co…”
Wachen: Existing GPUs and TPUs are retrofitted pre-ChatGPT hardware
“Every GPU, every TPU, every AI chip that was serving these models were just, like, fundamentally built before this and are retrofit to serve these modern models.”
Wachen: Colossus charges $12/hour for Blackwells as the only 20k-cluster provider
“Why is Colossus charging 12 dollars an hour for Blackwells? It's because they're the only place you can buy 20,000 of them at once, right?”
Wachen: Etched first-gen chip avoided Rubin supply chain by using 4nm
“And that's why actually for our first gen product, we built it on a different supply chain than the Rubens. So, you know, we're on four nanometer Rubens on three nanometer, you know, we're on a different HPM than Rubens and so forth.”
Wachen: Giant AI models will serve billions of users in a few years
“A few years from now, there's going to be giant models serving billions of users.”
Wachen: Only a few million people globally pay for AI model subscriptions
“We're very much in the early innings of AI today, where the paid plans, there's only a few million users in the world using paid plans of AI models.”
Wachen: Bitcoin mining ASICs run at under a quarter the voltage of GPUs
“Bitcoin miners run at under a quarter of the voltage of GPUs.”
Wachen: Etched hired dozens from HFT over shared kernel-first philosophy
“And we've had dozens of people from high frequency trading join the team because they saw this philosophy too.”