Rob Wachen

speaker

529 appearances 1 recordings 1 series first heard Jun 2026 last heard 30 Jun

Rob Wachen’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

Appearances

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Invest Like the Best with Patrick O'Shaughnessy · Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480] · 30 Jun 2026 podcast

And we talked to all of them.

And two of them have just retired.

And one of them was planning to do one more generation for NVIDIA and then retire.

His name is Brian.

And over time, we convinced him to join.

Brian started the HGX and DGX team at NVIDIA, which was a majority of NVIDIA's revenue, tens of billions of dollars a quarter.

And the other two guys ended up investing, by the way.

But when you have somebody like that, they just know what good looks like because they've seen it.

And there's so many times where we would talk to Brian and he'd just point to us and be like, that's a billion dollar, like a billion dollar lesson I learned, a billion dollar lesson I learned.

I'm like, yo, that just saves us cycles.

And you pair someone like Brian with somebody like Sanford.

Do you have a name for them?

So Brian's a legend.

What's Sanford?

Yeah, we say chips on shoulders put chips in data centers.

So Sanford and Gavin in high school were world robotics champions.

And Sanford was finishing his senior year of college.

And we called him up a couple of years ago and we said, hey, can you come check out what we're doing?

We need some help on the platform side.

He comes for a week and we say, can you build a cold plate this week?

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