🧭 In this episode of Will It Matter?, we unpack:

•  Etched's $120 million bet on a specialized AI chip designed exclusively for transformer models, promising 20x faster performance than current GPUs.

•  The potential disruption to the AI inference market, with a single Etched server potentially replacing 160 of Nvidia's top-tier H100 GPUs.

•  The environmental implications of AI hardware advancements, including energy consumption and water usage in data centers.

🔗 Referenced:

•  Etched is building an AI chip that only runs one type of model:
https://techcrunch.com/2024/06/25/etched-is-building-an-ai-chip-that-only-runs-transformer-models/

•  Etched Is Making The Biggest Bet In AI: https://www.etched.com/announcing-etched

•  My research: https://www.perplexity.ai/search/tell-me-more-about-etchs-new-c-SCDEClxHSXWRMDsy1ezLzA

💌 Quick note:

As a founder being understood is more important than sounding smart. It enables your customers and investors to evangelize your product.