2026
- The Next Trillion-Dollar Chip Company
It might be simpler than you think. Etched, Fractile, MatX, Positron, Rebellions, SambaNova, Tensordyne, Tenstorrent, and more.
- An Interview with MatX CEO Reiner Pope About LLM Chips
Hybrid SRAM + HBM, MoE interconnect, why frontier labs consider AI ASIC startups, 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
- MatX Prediction
MatX surpasses $100M in funding.
- Etched: Silicon Valley's Speedrun
A Novel Semiconductor Startup Fundraising Framework, Etched's Unconventional Approach, and a MatX Prediction
- Can AMD Bridge Nvidia’s Software Moat?
Transient Moats, Betting on Generative AI, AMD's Path Forward
