Rob Wachen

10 statements across 1 episodes · 7 bullish · 1 bearish · 1 people on the record · first statement Jun 30, 2026 by Rob Wachen · across every show →

On the record as a speaker too: Rob Wachen's record, appearances and statements → this page counts the times other people say the name.

Everything said about Rob Wachen, oldest first

Jun 30, 2026 bullish

Assertion Contradicted

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.”

Rob Wachen Jun 30, 2026 ▶ 26:27 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

Jun 30, 2026 bullish

Prediction Held up

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.”

Rob Wachen Jun 30, 2026 ▶ 15:27 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

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

Prediction Open · timeframe Jun 2029

Wachen: Inference clusters will quickly scale to tens of thousands of chips

“And, you know, the inference side, you know, today people usually think about it as an eight chip cluster, or maybe just, you know, NVL as the scale up domain but very quickly, this is going to become thousands of chips and tens of thousands of chips.”

Rob Wachen Jun 30, 2026 ▶ 15:56 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

Jun 30, 2026 neutral

Assertion Contradicted

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.”

Rob Wachen Jun 30, 2026 ▶ 15:31 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

Jun 30, 2026 positive

Insight

Wachen: Modern EDA and FPGA tools changed chip tape-out failure rates

“I think it's very hard to realize the constraints have changed, and like, you know, when you've looked at tape outs for 20 years, and you've seen so many of them not work on the first try, or the second try, or the third try, like, you couldn't even run a work…”

Rob Wachen Jun 30, 2026 ▶ 1:12:07 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

Jun 30, 2026 neutral

Assertion Contradicted

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.”

Rob Wachen Jun 30, 2026 ▶ 9:55 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

Jun 30, 2026 bullish

Prediction Not checkable as stated

Wachen: Society Faces a Multi-Decade AI Token Supply Shortage

“We are in a new era of intelligence where the cost of producing intelligence is dramatically so much cheaper than the value of the intelligence that we are in a many year, probably many decade supply shortage of these tokens.”

Rob Wachen Jun 30, 2026 ▶ 1:28:24 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

Jun 30, 2026 negative

Opinion

Wachen: Traditional semiconductor funds missed all AI chip companies

“I think, ah, a lot of the traditional semiconductor funds missed the entire AI chip, like, all the AI chip companies.”

Rob Wachen Jun 30, 2026 ▶ 1:11:58 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

Rob Wachen

Everything said about Rob Wachen, oldest first

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