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

At the time, as these models were getting smarter, it was, yeah, 2022, I was realizing all of these companies are spending all the money they raise on compute.

And I had this realization as I was working on some of my own stuff that like, oh my God, all the products I want to build are going to cost tens of millions of dollars a year in inference.

This is not going to be tenable.

Like the cost structure of every software company and the COGS is not going to be like zero anymore for an incremental user.

It's going to be like quite high and it's going to be a function of inference.

And then the OPEX of every business is going to also be inference as people use more and more coding agents.

So fundamentally, it seems like inference is going to be really important.

And it feels like we are on a decade march for inference to become the biggest market in the world.

So when you think about that, 10 years from now, there's going to be these giant projects where everything in that data center fundamentally hasn't been designed today.

We should go pick something and work on it.

That's kind of how it got started.

You know, there's a saying of the best part is no part.

I think for us, it's also the best vendor is no vendor.

As much as possible, we want to vertically integrate the entire product, both because we get more performance, but we can move way faster.

So everything from the chips to the boards to the cold plates to the interconnects to even the production, we want to do all of it as in-house as possible.

I think we're the only startup right now that's building its own rack as well as its own chips.

And we did it all at the same time.

A couple of years ago, the last time we were public,

At that point, we just started building our rack team, and we brought over Brian Loyler, who built all of NVIDIA's HGX and DGX systems, which is like 80% of their revenue.

And we said, we're going to build the rack at the same time.

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