Rob Wachen
Co-founder and President · Etched
Bio
Rob Wachen is the co-founder and president of Etched. Etched is building rack-scale infrastructure designed to serve frontier models at scale. A Thiel Fellow and Harvard dropout, Rob previously co-founded Prod, a startup accelerator with a cohort valuation of $100B+.
Session (1)
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Rob Wachen co-founded Etched, the company behind Sohu, a transformer-only ASIC built on the bet that specializing entirely in transformer inference yields an order-of-magnitude (10x+) performance advantage over GPUs. He makes the infrastructure-level wager that if transformers remain the dominant architecture, Etched will be the largest company in the world; his session is a chance to hear that thesis on why the hardware layer drives the AI inference cost curve directly from one of its principals.