Equity
Found: Taking on Nvidia and betting on transformers with Gavin Uberti from Etched
Nov 29, 2024
Gavin Uberti, co-founder and CEO of Etched, dives into the booming world of AI chips specialized for transformer models. He boldly challenges Nvidia with the assertion that Etched's chips will drastically outperform competitors. Discussion ranges from market challenges and the demand for energy-efficient solutions to his unique journey from Harvard dropout to AI innovator. Gavin also sheds light on the complex fundraising landscape for startups and the importance of building a strong team amidst the rapid growth of the AI sector.
39:55
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Quick takeaways
- Gavin Uberti highlights Etched's focus on developing specialized chips for transformer models, positioning itself uniquely against competitors like Nvidia.
- The rapid success of ChatGPT substantiated Etched's bet on transformer architecture, leading to increased investment interest and validation in AI hardware demand.
Deep dives
Etched's Focus on Transformers
Etched, founded by Gavin Uberti, specializes in chips designed specifically for transformer models in artificial intelligence, differentiating itself from competitors like NVIDIA. The company opt to focus solely on transformer models, arguing that despite the risks, this approach can yield chips that operate significantly faster than existing alternatives. Unlike typical AI chips which can run a range of model architectures, Etched's chips are engineered to maximize performance for transformers, thus achieving heightened speeds by processing data more efficiently. This specialization allows Etched to cater to a growing demand for transformer-powered applications that are becoming increasingly prevalent in various AI use cases.
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