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AI chips

3 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Jun 30, 2026 by Rob Wachen · across every show →

Everything said about AI chips, oldest first

Jun 30, 2026 bullish
Prediction Not checkable as stated
Wachen: All AI chips in the future will be low-voltage
“And we think all AI chips in the future are going to be low voltage chips. They're going to have to cram way more flops in the same silicon area, and without thermal throttling run at way lower voltages.”
Rob Wachen Jun 30, 2026 ▶ 10:10 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
Jun 30, 2026 bullish
Disclosure
Wachen: Etched AI chip operates at under half the voltage of rivals
“We're now bringing forward our first generation of this low voltage inference technology Which is running at under half the voltage of any other AI chip.”
Rob Wachen Jun 30, 2026 ▶ 12:23 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
Aug 25, 2026 positive
Insight
Movva: There are no bad AI chips, only bad pricing
“I like to say there's no bad chips, there's only bad pricing. And I will make any chip work at the right price.”
Neil Movva Aug 25, 2026 ▶ 46:15 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
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