Partner @PrimaryVC // investing in compute Building the @thecompute100 Former founder
NYC
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Inference has become the dominant workload for AI. Our core thesis is that the future of inference will look very, very different from how it looks today.
No founder has expanded our thinking on what that might mean more than @AlexKsendzovsky.
Congrats on the launch to the whole team. Honored to be along for the ride into the future.
What happens when neurons meet silicon? A new world emerges.
Partnering with Amazon to bring it to customers. DM me for early access.
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Did you know you can learn interesting things from computations in real rat neurons? I love what @AlexKsendzovsky and team are doing at @BioComputingCo are doing.
What happens when neurons meet silicon? A new world emerges.
Partnering with Amazon to bring it to customers. DM me for early access.
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Brian Schechter retweeted
We encoded the @Twitch logo into a network of living neurons today.
Then we watched them respond.
This is where our AI software starts: learning how real neurons compute.
We invited @awscloud in for a tour. Check it out here:
piped.video/watch?v=OHNmVGS5…
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Brian Schechter retweeted
The fastest company to ship production AI chips from scratch. @kleinerperkins is thrilled to back Gavin, Rob, Chris and the entire @etched team. We couldn't be more excited!
kleinerperkins.com/perspecti…
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.
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Brian Schechter retweeted
I recently spent several days onsite at Etched. It was the most exciting and energizing business environment I’ve ever been in.
I left inspired, and wondering: “have I even begun to explore my personal potential?” People at Etched are exploring theirs.
They have open roles across the org. I believe deeply it’s a place you can do your life’s work.
One of their mottos is “Production is the product.” The team is off the charts talented, but they need even more great people to fulfill the mission.
As they said, “The racks won’t build themselves.” You should join them.
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.
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Brian Schechter retweeted
Racks on racks on racks! This team 🛳️🛳️🛳️
Congrats again to @robertwachen @UbertiGavin and the entire @Etched team. And huge welcome to all our friends for joining us along this insane journey.
And it's still day 1!
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.
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Three years ago, almost everyone said Etched couldn’t be built.
Today, they’re shipping production systems to Jane Street.
Huge congrats to the entire @Etched team, @UbertiGavin and @robertwachen for your stunning leadership. Thank you @sonyatweetybird for seeing from the outside what had become obvious on the inside, @stripesco_ for betting on the company at such a crucial moment, and @patrick_oshag for your steadfast championing of the mission.
A personal reflection on this milestone:
nitter.net/BSchech/status/2089744…
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Three years ago, everyone told us this was impossible when @PrimaryVC led the seed round.
Today, @Etched is shipping production racks to Jane Street.
Life-changing and extraordinary to watch this team turn a contrarian idea into working silicon, real systems, and real customer deployments.
Trust me on this one: they’re just getting started.
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.
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Alex Ksendzovsky has been carrying the same idea since his philosophy student days — encode real-world data into living neurons and extract intelligence. Years later, alongside Jon Pomeraniec, they've finally built it into The Biological Computing Company. New episode of The Compute 100.
We're joined by Alex and Jon, co-founders of The @BioComputingCo . We got to hear the full story - from neurosurgeons, curious about the brain's computing potential, to building systems that harness the intelligence of real neurons. This is what's happening at the frontier.
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Big moment. Much much bigger ones coming soon.
Congrats to everyone at @Etched and a huge welcome to the incredible investors joining the team: @sonyatweetybird w/ @sequoia, @sarahdingwang w/ @a16z, @victoralazarte, and many more.
Buckle up everyone 🚀🚀🚀
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.
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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.
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I loved our conversation with @Farshchi He is a friendly, brilliant, and knowledgeable VC who has been investing in deep tech for 2 decades. Grateful to be able to sit down with him for this podcast. @thecompute100 @gabyllorenzi
piped.video/ilYe8JpuvAk?si=H8pZ…
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Brian Schechter retweeted
natural gas flares to one industry were a "nuisance" and "waste product", but to @ChaseLochmiller, they were the opportunity that started @CrusoeAI.
the team at Crusoe is executing at an insane velocity. got to hear the full story on @thecompute100 this week. tune in!
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Brian Schechter retweeted
we were lucky to have @ChaseLochmiller from @CrusoeAI join @thecompute100 podcast!
at one point, investors were asking, "your Bitcoin economics are incredible, why are you screwing around with this AI thing?"
today, the AI + energy bet has paid off, and Crusoe leads the way.
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Chase Lochmiller was chasing stranded energy from gas flares back in 2018, well before 'compute at gigawatt scale' was a phrase anyone used. Now Crusoe is worth $10B and building one of the biggest data centers in the country. New episode of The Compute 100.
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Wow. @patrick_oshag gets to the essence of what makes @UbertiGavin and @robertwachen so special.
I’m lucky to spend time with this crew frequently, but listening to this pod was still a joy.
The world got excited yesterday about @Etched. What’s coming is far better.
Three years ago, two Harvard dropouts set out to build a better AI chip than the largest companies in the world.
Almost everyone I called at the time said it was impossible.
Today, Etched (@Etched) comes out of stealth with $800M total raised, $1B in signed customer contracts, and a working next-gen AI chip.
This was my excuse to ask the two founders, @UbertiGavin and @robertwachen, every question I have about compute and inference.
We discuss:
- Why they built an entire rack and not just a chip
- The two technical bets behind their architecture no one else has tried
- How two founders in their twenties recruited industry legends
- The night they nearly ran out of money
- Why whoever produces the most tokens wins
If you care about the future of compute, Gavin and Rob are two people to know. I think you will find the story of what they have built hard to forget.
Enjoy!
TIMESTAMPS
0:00 Intro
1:00 Why Nobody Believed Etched Would Work
14:06 Why Inference Is the Bottleneck
22:27 Gavin and Rob’s Origin Stories
33:24 Taking Huge Risks to Move Faster
49:43 Kernels, Compilers, and the AI Stack
1:02:08 Raising $100M to Survive
1:16:00 The Future of Models, Agents, and Intelligence
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