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ai morning #17 — etched exits stealth with $800m and a bet that gpus are the wrong tool
An AI inference chip startup nobody had heard of came out of stealth with $800 million raised. Over a billion dollars in customer contracts were already signed. Its team is mostly ex-NVIDIA engineers. The pitch: GPUs are the wrong tool for inference at scale.
Marcus walks through what Etched actually built, why Andrej Karpathy betting against the GPU he taught the world to use is the signal worth watching, and what it means for builders pricing out agent infrastructure.
In this episode:
00:00 Intro
01:28 Etched: $800M chip, Karpathy bets — Inference startup exits stealth with $1B+ in…
The skinny
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