a16z投资了一家疯狂但认真的公司——Etched在ChatGPT诞生前就赌AI推理需要全新芯片，现在赌对了，值得一看他们的故事。
2022年，比ChatGPT早数月、比Cursor/Claude Code/Codex早几年，Gavin Uberti等三人从哈佛辍学，从零构建了包含芯片、板卡、互连和机架的完整推理系统。a16z的Sarah Wang和Raghu Raghuram认为AI推理是当代最具决定性挑战，并宣布与Etched合作。Etched正在押注定制化推理硬件，其架构从头设计，未依赖现有商用方案。
"In 2022, months before ChatGPT and years before Cursor, Claude Code, and Codex, Gavin Uberti, Rober...
"In 2022, months before ChatGPT and years before Cursor, Claude Code, and Codex, Gavin Uberti, Robert Wachen, and Chris Zhu dropped out of Harvard to make a bet that looked, at the time, nearly irresponsible: they would build an entire inference system—new chips, boards, interconnects, racks—from scratch." "What began as a radical, contrarian wager has matured into a strong bet on the defining challenge of our era." "In a world where production is the product and the machine is the moat, we’re thrilled to partner with Etched." a16z's Sarah Wang and Raghu Raghuram on why AI inference may be the most consequential workload of our lifetime, and how @Etched is betting on it: a16z.news/p/how-to-win-t… Sarah Wang @sarahdingwang x.com/i/article/2080… 🔗 View Quoted Tweet 💬 1 🔄 1 ❤️ 17 👀 5012 📊 2 ⚡