Christian Holmberg

member of non-technical staff @etched // prev. semiconductor investment banking

[Christian Holmberg @computeberg]

i joined the GTM team @Etched. long inference.

[Christian Holmberg @computeberg]

this makes way too much sense

[herman milly rock @Eyoyism]

audibly gasped when i saw the interface dmv computers have

[Sumer Sao @sumersao]

Can't believe they're selling shares of a $10T company for $10B!

[Christian Holmberg @computeberg]

@ashank or even if just enough went right

[Christian Holmberg @computeberg]

@fed100x @Etched based

[Christian Holmberg @computeberg]

long inference

[Sarah Wang @sarahdingwang]

https://t.co/zE5rUAcHva

[Christian Holmberg @computeberg]

@bubbleboi real recognize real

[Christian Holmberg @computeberg]

what a wave it will be

[benahorowitz.eth @bhorowitz]

I am excited to be part of Etched and the next wave of infra capacity!

[Christian Holmberg @computeberg]

assume it's possible

[Etched @Etched]

We’ve raised $300M in Series C funding at a $10.3B valuation from Sequoia, Andreessen Horowitz, Jane Street, Argo, and SK Hynix.

Our mission is to run the world's inference. This round accelerates production of our inference clusters.

We've opened an 80,000-sqft, 10-MW facility 15 minutes from our office to expedite production and prototyping.

[Christian Holmberg @computeberg]

excited for texas instruments earnings

data centers are huge for them - all the engineers need calculators

[Christian Holmberg @computeberg]

@ashank what to teleport

[Damnang @damnang2]

In this article, I examine how the growing adoption of open models could affect hyperscaler investment in compute and memory.

The key questions are how much revenue could shift as workloads move toward open models and what level of reinvestment would be needed to offset that impact. Given the current pace of AI demand growth, how high would that reinvestment rate need to be, and is that level realistically achievable?

Will the rise of open models ultimately lead hyperscalers to buy fewer chips, or will it simply change the structure of compute and memory demand?

Read the full article for the detailed analysis.
Full article: https://t.co/0vmQ9L2xo7

[Christian Holmberg @computeberg]

@ryanbrewer imagine writing code by hand

[Christian Holmberg @computeberg]

@Aaronwei3n what about -100%?

[Christian Holmberg @computeberg]

@insane_analyst fr can he stop selecting my entire portfolio. he shows up months late to the obvious winners and ruins it for us

[Christian Holmberg @computeberg]

aehr crushes earnings
asml crushes earnings
tsmc crushes earnings

markets react by selling

[Christian Holmberg @computeberg]

gamechanger

the future of uiux is just telling Claude everything in the CLI

[Andy Fang @andyfang]

Today we're opening up the DoorDash CLI in limited beta.

`dd-cli` lets you order DoorDash directly from your agent: search stores, find the best deals, check out, and more.

Early access for US/Canadian macOS developers by waitlist. Excited to see what folks build!

[Christian Holmberg @computeberg]

@Polymarket is it also associated with not living long enough for those things to kill you?

[Christian Holmberg @computeberg]

@ashank take a hint

[Christian Holmberg @computeberg]

so aehr and asml crush earnings, each pop overnight and pull the whole ai semis market up, then we wake up today and think "yeah its all overvalued again let's sell"

truly astonishing. I guess thinking like this is why there is room for us to make money

[Christian Holmberg @computeberg]

@curl_justin @AnthropicAI congrats big dog. go fourth and conquer