Etched is ready to disrupt the AI chip market, with Gavin Uberti

Pioneers of AI

Mar 05, 2025•30 min

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Episode description

Gavin Uberti thinks that his company Etched can be the “biggest company of all time.” His competitive advantage: faster, specialized AI chips that drive down the cost of inference. In this episode, we explore how cheaper chips could democratize AI, the big bet Uberti is making on transformer models, and how Etched is standing up to chip giant Nvidia.

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