Etched, every mention
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tap a year for its mentions
every year anyone Shawn Wang 12Quentin Anthony 1
Verbatim, from the transcripts: the passages where Etched comes up
The Inference Frontier: from 100 to 10,000 tokens per second — Sean Lie, Cerebras CTO
- ▶ 33:47 unnamed speaker There's this page that you have on your website that, uh, this company Etch just doesn't have. 7 times in the scene
Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
- ▶ 1:11:06 Shawn Wang Um, I don't think Edge and Maddox have, have put out public
The AI Frontier: from open weights to open research — Eiso Kant, Poolside AI
- ▶ 1:40:25 unnamed speaker Yeah, I would talk to Etched.
Podcast Crossover: AIE, AGI, frontier lab strategy with @matthew_berman and @swyxtv
- ▶ 3:05 Shawn Wang With Etched, which just came out of stealth this week. 6 times in the scene
Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
- ▶ 1:52:48 Shawn Wang Why didn't Etched or some of the other guys get there first? 2 times in the scene
How Zyphra went all-in on AMD + Why Devs feel faster with AI but are slower — with Quentin Anthony
- ▶ 22:36 Quentin Anthony So I would say like on the extreme more ASIC side, you have like an etched kind of company or Grok or something.
⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
- ▶ 32:48 Shawn Wang Yeah, I mean, I, I think this is relevant to the, always the discussion of the other ASIC companies like Etched. 3 times in the scene
The Winds of AI Winter (Q2 Four Wars of the AI Stack Recap)
- ▶ 20:44 unnamed speaker You know, AMD, like Maddox, like, um, Etched, you know, which, which caused a lot of noise with their Sohu chip as well.