2026
- The Next Trillion-Dollar Chip Company
It might be simpler than you think. Etched, Fractile, MatX, Positron, Rebellions, SambaNova, Tensordyne, Tenstorrent, and more.
- Right Systems for Agentic Workloads
Why Etched and MatX may be better positioned than Cerebras and Groq for long-context coding agents.
2024
- GenAI for Gaming, Netflix, CapEx
Could generative video impact CapEx spend?
- Etched: Silicon Valley's Speedrun
A Novel Semiconductor Startup Fundraising Framework, Etched's Unconventional Approach, and a MatX Prediction
- GPU Bloat Stifles AI
Why Jarvis won’t run on GPUs, and how AI silicon startups like Etched can help
