Wachen: In-House AI Chip Failure Is Not Existential for Hyperscalers or OpenAI
Rob Wachen · The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best · Jun 30, 2026 · at 56:21
Rob Wachen, co-founder of AI chip startup Etched, explains why dedicated chip companies like Nvidia and Etched operate with higher urgency than tech giants building custom silicon.
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“Meta won't fail if MTIA fails, Microsoft won't fail if Maya fails, and OpenAI won't fail if Jalapeno fails.”
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