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Etched

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 5, 2026 by Dylan Patel · said 4 times in 1 episodes since 2026 · across every show →

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brought up most by Matt Turck (3), Dylan Patel (1)

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2026 4 mentions in 1 episode

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Everything said about Etched, oldest first

Feb 5, 2026 bearish
Prediction Not checkable as stated
Patel: New AI chip startups like Etched have under 1% success chance
“I don't know what a venture capitalist views as like likely chances of succeeding, but I think all of them are less than one percent.”
Dylan Patel Feb 5, 2026 ▶ 20:28 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
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