Jack

Do you like apples?

[Sonya Huang 🐥 @sonyatweetybird]

I grew up in the semiconductor industry, a notoriously closed off market where experience is the primary currency and the old guard is famously unwelcome of newcomers.

It’s been amazing to see @robertwachen @UbertiGavin @czhu1729 and the @Etched team run circles around the rest of the market. The “kids in chips” are just unbelievably good. They’ve gone from being industry outsiders to recruiting the crème de la crème of the semis world.

Etched not only had a successful A0 this year but has already delivered their first customer rack to @JaneStreetGroup, who then decided to lead this round.

Congratulations to all. Generational company in the making. Can’t wait to see you power the world’s inference and maximize intelligence per watt. 💡🍪

[Etched @Etched]

We've raised $700M at a $21B valuation from Jane Street, Kleiner Perkins, Sequoia, A16Z, Peter Thiel, BCV, and Blackstone.

We're also excited to share that we've shipped our first rack to Jane Street.

[Jack @jackdbid]

@maticrobots Yoooo can I get this @maticrobots

[Jack @jackdbid]

@maticrobots Matic!

[Etched @Etched]

Vertically integrating the full inference hardware stack is extremely hard.

Hear @UbertiGavin and @robertwachen share three years of battle stories leading into today's launch

[Etched @Etched]

We're coming out of stealth.

We've built our first racks after a successful A0 tapeout, $1B+ in customer contracts, and $800m raised.

Early customer tests show us achieving SOTA throughput, latency, and power efficiency on inference workloads.

Our first racks ship this summer.

[Jack @jackdbid]

@patrickc @arcinstitute Very cool

[Jack @jackdbid]

@AlecStapp You can’t make the case for nuclear by only talking about energy density

[Jack @jackdbid]

@Noahpinion Seems like they really should have done a diff-in-diff here, probably with a control group of like $5 a month. Also pretty misleading to not show the std devs for the effects. Perfect example of a very ‘meh’ result that will prob get misreported all over the place

[Jack @jackdbid]

@nbelkin21 @_AlanTurpinAT You guys get matching ones?

[Jack @jackdbid]

@_AlanTurpinAT You should have seen me in sophomore year badminton

[Jack @jackdbid]

@_AlanTurpinAT Do you have a reminder for this on your Google calendar

[Jack @jackdbid]

@_AlanTurpinAT Tran confirmed it’s elite Disney content so I’m down

[Jack @jackdbid]

@davidmackau @_AlanTurpinAT imagine Padilla showing up in one of Milo’s fits. Pulls up to the Capitol in the Merc with a wavestorm hanging out the trunk

[Jack @jackdbid]

@DrJimFan The LLM market is all too quickly becoming Google vs Microsoft vs Amazon vs Meta (with most of the competition happening at the subsidiary level). At first only a handful of other startups will have the capex necessary to compete with the big-tech-funded players

[Jack @jackdbid]

@_AlanTurpinAT Probably @Fishy805, we’d fly

[Jack @jackdbid]

@levie I got mad when I saw this

[Jack @jackdbid]

@pereztruglia @OpenAI I wish more academics would do this. Every paper should come with little cartoons

[Jack @jackdbid]

Gonna start ending my emails with yord instead of best

[Jack @jackdbid]

@Cernovich Why does everyone care about this so much? Just semantics innit?