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.

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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 it says they have this bump on their back.

What could it be?

And it immediately says, like, this could be a tumor.

You should get an MRI and immediately go to the doctor.

And I just kind of sat there still.

It was like, that took me six months.

And, you know, yesterday this feature wasn't there.

Today it's here.

I go to show my parents, and I got this, like, notification being like,

You're all out of image credits today.

You need to get a pro plan.

And I was like, holy crap, this is going to change everything.

And we clearly don't have the infrastructure to serve it.

And there's very few things you can work on that can actually bring this technology at scale to the world faster.

I mean, there's plenty of people that are super smart working on models.

The fabs seem maybe unreachable to work on, but it seemed like the hardware was all designed before ChatGPT.

Every GPU, every TPU, every AI chip that was serving these models were just fundamentally built before this and are retrofit to serve these modern models.

There's going to be an entire new wave of architectures that came out and what a more exciting thing to work on than bringing this to everybody.

at the same time.

I was running a startup incubator called Prod, which has incubated a bunch of different companies, some of the earliest ones being Cursor and AnySphere, which merged, and Mercore and Etched went through it, a handful of others.

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