Who are the best pitch coaches for Founders that people have worked with?
1
2
227
GP @PrimaryVC focused on Physical & Vertical AI, Vertical Integrators | Former @Uber Driver | BoD @info4pi
Joined March 2009
- Posts 15,814
- Following 4,090
- Followers 19,001
- Likes 6,344
1,142 Photos and videos
While we were all out for the 4th of July, Unitree Robotics received final CSRC approval on July 3 for its Shanghai STAR Market listing.
Revenue hit ¥1.71B ($234M) in 2025, up 335% YoY.
Net profit rose 8x to ¥600M ($82M).
Gross margin: 62.9%.
Humanoid revenue went from 1.9% of total in 2023 to 51.5% in 9 months of 2025.
1
5
878
The physical economy never consolidated into one universal equipment company.
It produced 100 public OEM / equipment platforms worth over $10B
Just look across Auto, Trucks, Construction, Ag, Factory automation, HVAC., Medical devices, Defense and more.
I deeply believe this is the better analogy for the way robotics will play out.
The physical world fragments by task, workflow, buyer, channel, safety regime, and labor substitute.
If you believe this than robotics probably looks something like:
A few horizontal platforms.
Dozens of vertical winners.
100 niche specialists.
A long tail of components, tooling, integrators, and robotic services businesses.
10
9
53
4,392
Jul 4
Wild stat.
1.5M people from Cabo Verde live abroad.
500K live in the country itself.
Thanks for the show you all put on
4
1,011
Jul 2
Hyundai bought Boston Dynamics for $1.1B in 2021.
Korean securities firms now value it at $20-28B.
Bullish analysts are projecting $88-103B at IPO.
Think the public markets want Physical AI much?
10
5
95
10,563
Jul 2
Prediction: The U.S. Government will subsidize the future of manufacturing automation and robotics 10X more within 5 years
21
17
238
19,845
Jason Shuman reposted
Jul 1
Wow. @patrick_oshag gets to the essence of what makes @UbertiGavin and @robertwachen so special.
I’m lucky to spend time with this crew frequently, but listening to this pod was still a joy.
The world got excited yesterday about @Etched. What’s coming is far better.
Three years ago, two Harvard dropouts set out to build a better AI chip than the largest companies in the world.
Almost everyone I called at the time said it was impossible.
Today, Etched (@Etched) comes out of stealth with $800M total raised, $1B in signed customer contracts, and a working next-gen AI chip.
This was my excuse to ask the two founders, @UbertiGavin and @robertwachen, every question I have about compute and inference.
We discuss:
- Why they built an entire rack and not just a chip
- The two technical bets behind their architecture no one else has tried
- How two founders in their twenties recruited industry legends
- The night they nearly ran out of money
- Why whoever produces the most tokens wins
If you care about the future of compute, Gavin and Rob are two people to know. I think you will find the story of what they have built hard to forget.
Enjoy!
TIMESTAMPS
0:00 Intro
1:00 Why Nobody Believed Etched Would Work
14:06 Why Inference Is the Bottleneck
22:27 Gavin and Rob’s Origin Stories
33:24 Taking Huge Risks to Move Faster
49:43 Kernels, Compilers, and the AI Stack
1:02:08 Raising $100M to Survive
1:16:00 The Future of Models, Agents, and Intelligence
1
1
26
2,874
Jul 1
This advice will always live in my brain rent free.
The bus matters more than the seat.
In ~2 years, 6 former CTOs joined Anthropic.
5 took an IC title as a "Member of Technical Staff":
Instagram, Workday, You dot com, Adept, Super.
Six CTOs at one company and nobody optimized for the seat. They optimized for the bus.
7
9
141
42,486
Jason Shuman reposted
Etched has recruited legends from NVIDIA, Intel, Broadcom, Apple, and DeepMind:
- Brian Loiler: built NVIDIA's HGX and DGX systems from scratch over 22 years
- Wayne Cao: led 0-to-1 production for the original iPhone
- David Munday: built the TPU software team at Google
- Saptadeep Pal: NVIDIA's H100 architecture team
- Mark Ross: ex-CTO of Cypress (acquired for $9.4B)
They recruit through a process they call project-based recruiting:
"We map out all of the hardest technical problems across all industries that anyone has ever had to solve.
We look at who did the 0 to 1, who was actually in charge, who did the work.
We talked to as many people as possible, and then we just track it.
The amount of people who say yes after the first conversation is low, but the amount who say yes after the 20th is surprisingly high.
The number one guy in the world versus the number ten versus the number one hundred is a huge difference in whether it's actually possible to solve the problem."
Three years ago, two Harvard dropouts set out to build a better AI chip than the largest companies in the world.
Almost everyone I called at the time said it was impossible.
Today, Etched (@Etched) comes out of stealth with $800M total raised, $1B in signed customer contracts, and a working next-gen AI chip.
This was my excuse to ask the two founders, @UbertiGavin and @robertwachen, every question I have about compute and inference.
We discuss:
- Why they built an entire rack and not just a chip
- The two technical bets behind their architecture no one else has tried
- How two founders in their twenties recruited industry legends
- The night they nearly ran out of money
- Why whoever produces the most tokens wins
If you care about the future of compute, Gavin and Rob are two people to know. I think you will find the story of what they have built hard to forget.
Enjoy!
TIMESTAMPS
0:00 Intro
1:00 Why Nobody Believed Etched Would Work
14:06 Why Inference Is the Bottleneck
22:27 Gavin and Rob’s Origin Stories
33:24 Taking Huge Risks to Move Faster
49:43 Kernels, Compilers, and the AI Stack
1:02:08 Raising $100M to Survive
1:16:00 The Future of Models, Agents, and Intelligence
7
38
551
108,856
Jun 30
Hope this is true
Jun 30
🚨 NEWS: Commerce is expected to lift export controls on Fable tonight, a senior White House official tells me.
2
2
2,931
Jason Shuman reposted
Jun 30
Congrats!! I was impressed to learn about some of the engineering wizardry (e.g. *very* low voltage domains, cluster scale memory, ...) that goes into tokens/watt maxxing of state of the art LLMs at interactive tokens/sec/user. Esp fun and memorable is the idea that this is engineering at the "opposite" regime to that of power transmission lines: very low voltage high current (at tiny distances) vs. very high voltage & low current (at great distances). Looking forward to more!
23
48
1,661
97,135
Jason Shuman reposted
Jun 30
What the fuck is this lineup . @Etched poached top cream exactly what they needed
We're coming out of stealth.
We've built our first racks after a successful A0 tapeout, $1B in customer contracts, and $800m raised.
Early customer tests show us achieving SOTA throughput, latency, and power efficiency on inference workloads.
Our first racks ship this summer.
75
108
2,938
762,567
Jason Shuman reposted
Inference will never be the same: Etched invented two new ways to massively improve compute cost, speed, and per watt efficiency: low voltage inference (more FLOPs) and cluster scale memory (memory/bandwidth)
The combination runs trillion-parameter models at over 80% MFU, where today's GPUs deliver 20 to 50%.
"Everyone said you can't run at voltages lower than GPUs. That was dissatisfying, because plenty of other chips already do.
Bitcoin miners run at under a quarter of the voltage of GPUs. We found a new mechanism to run at much lower voltages, and we think all AI chips in the future will be low voltage chips.
People ask how much memory bandwidth is on your chip. You should be asking how much is on your full scale-up cluster.
We added far more bandwidth at much lower latency from chip to chip."
Three years ago, two Harvard dropouts set out to build a better AI chip than the largest companies in the world.
Almost everyone I called at the time said it was impossible.
Today, Etched (@Etched) comes out of stealth with $800M total raised, $1B in signed customer contracts, and a working next-gen AI chip.
This was my excuse to ask the two founders, @UbertiGavin and @robertwachen, every question I have about compute and inference.
We discuss:
- Why they built an entire rack and not just a chip
- The two technical bets behind their architecture no one else has tried
- How two founders in their twenties recruited industry legends
- The night they nearly ran out of money
- Why whoever produces the most tokens wins
If you care about the future of compute, Gavin and Rob are two people to know. I think you will find the story of what they have built hard to forget.
Enjoy!
TIMESTAMPS
0:00 Intro
1:00 Why Nobody Believed Etched Would Work
14:06 Why Inference Is the Bottleneck
22:27 Gavin and Rob’s Origin Stories
33:24 Taking Huge Risks to Move Faster
49:43 Kernels, Compilers, and the AI Stack
1:02:08 Raising $100M to Survive
1:16:00 The Future of Models, Agents, and Intelligence
17
41
371
106,212
Jun 30
If you thought the CARR to ARR gaps were big in AI software
Just wait until you see how physical ai will play out
2
6
1,896
Jason Shuman reposted
Jun 30
The best predictor of what a team will do is what they've already done. @UbertiGavin, @robertwachen, and the @Etched team went from concept to a working frontier system in fewer than 3 years. Surprising only if you're not tracking Rob's sleep schedule based on what time of night he answers your texts :)
Jun 30
Every Ribbit investment starts with one question: can we explain the “why” on a napkin? As @Etched announces its latest funding round and shares more of what they’ve built, here’s what our Etched napkin says.
@UbertiGavin @robertwachen
6
3
43
5,031
Jason Shuman reposted
Jun 30
Watching @UbertiGavin, @robertwachen and the entire team build @Etched has been the privilege of a lifetime.
Their Series B funding announcement inspired some reflective writing on the journey since March 2023.
Congratulations Etched! It’s game time!!!
x.com/BSchech/status/2071978…
4
7
57
8,076
Jason Shuman reposted
Jun 30
Seeing our A0 silicon and first-gen racks come to life has been the experience of a lifetime. It takes a village - I am so proud to be working alongside @robertwachen @czhu1729 @saptadeep_pal and our world-class team to do what many thought was impossible.
We think our Low-Voltage Inference (LVI) and Cluster-Scale Memory (CSM) tech will help bring down the cost of inference for the world, all while using less power. But there’s still much to do on next-generation products - if you like solving hard problems, join us!
We're coming out of stealth.
We've built our first racks after a successful A0 tapeout, $1B in customer contracts, and $800m raised.
Early customer tests show us achieving SOTA throughput, latency, and power efficiency on inference workloads.
Our first racks ship this summer.
17
22
216
30,713
Jason Shuman reposted
Jun 30
17
29
321
55,542
Jun 30
Morgan Stanley has revised their China Humanoid forecast 3 times in 6 months!
January: 14,000 units
April: 28,000 units
June 24: 50,000 units
2
2
11
1,998