Gavin Uberti
Co-founder and CEO of Etched
“If you think about chip to chip latencies on an Nvidia product, you're looking at 4,000 nanoseconds to go from one chip to another... What's the mathematical limit is speed of light. You can do it in just a handful, like 2, 3 nanoseconds... There is a lot of room at the bottom.”
“TSMC customer service is way, way better than I have seen at any other company in any other industry... you can go make them a recommendation and then we'll go run the experiment on their own dime... It is why they are the number one and why they're going to win.”
“It is inevitable that the economies of scale don't stop at $40 billion is the magic number for fabs? No. The cost per wafer keeps going down as you keep spending more money. And the same thing will be true of plants that go out and make steel or plants that go out and make tokens.”
Gavin Uberti
One-line summary: Co-founder/CEO of Etched (private transformer-inference ASIC startup); tracked for inference-hardware supply-chain and interconnect-latency claims — interested party on all Etched claims.
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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"If you think about chip to chip latencies on an Nvidia product, you're looking at 4,000 nanoseconds to go from one chip to another... What's the mathematical limit is speed of light. You can do it in just a handful, like 2, 3 nanoseconds... There is a lot of room at the bottom." — 2026-06-30-podcast-invest-like-the-best-etched-building-ai-hardware-to-make-inference (2026-06-30)
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On tsmc-capacity-shortfall-and-pricing-power:
"TSMC customer service is way, way better than I have seen at any other company in any other industry... you can go make them a recommendation and then we'll go run the experiment on their own dime... It is why they are the number one and why they're going to win." — 2026-06-30-podcast-invest-like-the-best-etched-building-ai-hardware-to-make-inference (2026-06-30)
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On operating-profit-per-gigawatt:
"It is inevitable that the economies of scale don't stop at $40 billion is the magic number for fabs? No. The cost per wafer keeps going down as you keep spending more money. And the same thing will be true of plants that go out and make steel or plants that go out and make tokens." — 2026-06-30-podcast-invest-like-the-best-etched-building-ai-hardware-to-make-inference (2026-06-30)
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