AI chip startup Etched raises $700M at a $21B valuation — is AI inference the next big infrastructure battle?

AI chip startup Etched raises $700M at a $21B valuation — is AI inference the next big infrastructure battle?

AI chip startup Etched has raised $700 million in a new funding round, pushing its valuation to $21 billion.

What's striking is how quickly the valuation moved: it was valued at $10.3 billion in July, meaning the company more than doubled its valuation in less than a month.

Etched is developing specialized AI inference hardware designed to make running AI models faster and more cost-efficient.

The funding round was led by Jane Street, with participation from investors including Kleiner Perkins, Sequoia, Andreessen Horowitz and Tiger Global.

The bigger question for me is whether the AI infrastructure market is starting to shift from simply buying more GPUs toward specialized hardware optimized for inference.

Etched already says it has more than $1 billion in customer contracts, but semiconductor history also has plenty of examples of technically impressive chips that struggled to become major businesses.

Do you think specialized AI inference chips can seriously challenge Nvidia's dominance, or will GPUs remain the default for most AI workloads?

u/Pablomiller — 11 hours ago

Anthropic is adding invisible watermarks to Claude-generated text — good idea or privacy concern?

Anthropic has explained how its new AI text watermarking system works.

Newer Claude models can embed an invisible machine-readable watermark directly into generated text. Anthropic says the marking can travel with text when it is copied and pasted, and the system is being applied worldwide.

The interesting part is that this isn't a visible “AI generated” label. The watermark is embedded through the model's word choices.

I can see the argument for it: as AI-generated content becomes harder to distinguish from human writing, provenance and transparency become more important.

But there are also questions about privacy, false positives and what happens when someone uses AI only to translate, edit or improve something they originally wrote themselves.

Do you think AI-generated text should always carry a detectable marker?

Or should users have more control over whether their AI-assisted writing is identifiable?

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u/Pablomiller — 15 hours ago

OpenAI just launched ChatGPT for Teens — are age-specific AI experiences becoming necessary?

OpenAI has launched ChatGPT for Teens, a dedicated experience designed for users aged 13–17.

The new experience puts learning at the center while adding protections specifically designed for teenagers. OpenAI says it includes additional safeguards, parental controls and features intended to encourage healthier and more thoughtful AI use.

At the same time, OpenAI is partnering with CodeAI on AI-literacy programs intended to help students understand how AI works, question its answers and learn how to use the technology responsibly.

What I find particularly interesting isn't just the safety features.

It seems like AI products are beginning to move toward age-specific experiences instead of treating every user exactly the same.

That raises an interesting question:

Should AI assistants have substantially different default experiences for teenagers and adults?

Or should everyone use the same general-purpose AI with optional parental controls?

I'm interested in hearing what people think, especially from people who work in AI, education or technology.

u/Pablomiller — 1 day ago

ELI5: Why does hitting electronics sometimes actually fix them? What's physically happening?

The old "percussive maintenance" hitting a malfunctioning TV, router, remote control sometimes genuinely works. Is there a real physical explanation, or is it just confirmation bias?

If it does work, what's actually happening inside? Are components reconnecting? Dust getting dislodged? Something about circuits resetting?

Or do we just remember the times it worked and forget the times it didn't?

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u/Pablomiller — 3 months ago

Americans who've driven across multiple states, what's the weirdest regional difference you noticed?

Not talking about major cultural things, but small unexpected differences. Like different fast food chains, weird state-specific laws, gas station layouts, how people pump gas, regional grocery stores that don't exist elsewhere, etc.

I'm planning a cross-country road trip and want to know what regional quirks to look out for. What's something you encountered in one state that completely disappeared when you crossed the border? Or something that made you realize "oh, this is only a thing where I'm from"?

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u/Pablomiller — 3 months ago

LPT: Add "+ 1" to your email when signing up for trials to track who sells your information

Most email providers (Gmail, Outlook) ignore everything between a "+" and the "@" symbol, so yourname+netflix@gmail.com still delivers to yourname@gmail.com.

Use unique identifiers for each service: yourname+amazon@, yourname+spotify@, etc.

When you get spam, check which variation it was sent to. You'll know exactly which company sold or leaked your data. You can also create filters to auto-sort emails by company, or block specific variations if they're compromised.

Works for free trials, shopping sites, newsletters anywhere requiring email.

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u/Pablomiller — 3 months ago

Why do we use QWERTY keyboards when more efficient layouts exist, and why haven't we switched despite knowing it's outdated?

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u/Pablomiller — 3 months ago
▲ 9 r/self

I've been pretending to be busy because I'm scared people will realize I have nothing interesting going on

When people ask what I've been up to, I say 'busy!' or 'work has been crazy!' The truth is I go to work, come home, watch TV, and go to bed. Repeat.

I'm not depressed. I'm not unhappy. I'm just... boring. And I've built this elaborate performance of being a person with a full, interesting life because I'm afraid of being seen as the person I actually am....

I turn down invites sometimes just so it seems like I have other plans. I don't. I just don't want people to know I'm always available because then they'll realize I have no life.

The exhausting part is maintaining the lie. Remembering what I said I was doing. Making sure my stories align. Declining things at the right frequency to seem in-demand but not rude.

All of this energy to hide the fact that I'm just a regular person living a regular, kind of mundane life.

The really stupid part? Most people probably don't care. They're likely doing the same thing. We're all performing for each other, pretending our lives are fuller than they are.

I just want to be able to say 'I watched Netflix and ordered takeout' without feeling like a failure. But I've built this whole persona and I don't know how to dismantle it without everyone realizing I've been lying for years.

Maybe interesting is overrated. Maybe boring is fine. I just wish I'd figured that out before I created this exhausting charade.

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u/Pablomiller — 3 months ago
▲ 0 r/tifu

TIFU by accidentally sending my entire company a calendar invite to my colonoscopy

Happened this morning. HR has already contacted me.

I have a colonoscopy scheduled for next week. I'm one of those people who puts EVERYTHING in my work Google Calendar to stay organized like personal appointments, reminders, everything. Usually I mark personal stuff private.

This morning I was setting up the appointment in my calendar. Title: "Colonoscopy by Dr. Richardson." I added the address, prep instructions in the notes section (you know, the laxative timeline), and set a reminder.

Here's where I fucked up: there's a field called "Add guests." I thought I was clicking "Add notification." I clicked the wrong thing.

Instead of adding a notification, I added my company's "All Staff" email group. Then I hit save.

348 people instantly got a calendar invitation to attend my colonoscopy. With full prep details. Including notes like "Start laxative at 5pm - stay near bathroom."

I didn't realize until my phone started blowing up with "decline" responses. Then I checked my email. 47 people had already accepted. Some added notes like "Good luck!" or "Been there, sending strength!"

Our CEO declined with a note: "Please see HR about appropriate calendar usage.

TL;DR: Accidentally sent my entire 348 person company a calendar invitation to my colonoscopy with detailed prep instructions, became office legend, have HR meeting about "calendar boundaries.

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u/Pablomiller — 3 months ago

I started a rumor in high school that got a teacher fired, and I never came forward even though I knew the truth

When I was 16, I overheard two teachers having what sounded like an argument in an empty classroom. I didn't hear everything, but I mentioned to a friend that I saw Mr. Peterson and Mrs. Chen in a classroom alone and it 'seemed weird.'

That friend told someone else, who told someone else, and within a week there was a full rumor that they were having an affair. Parents got involved. The school investigated. Mr. Peterson was married with kids.

He ended up resigning 'to avoid distraction,' even though nothing inappropriate had happened. I found out later they were arguing about budget allocations for their departments. That's it. A work disagreement.

I was too scared to come forward because by the time it escalated, admitting I started it would have gotten me in massive trouble. So I stayed silent and watched a man's reputation get destroyed. He moved to a different state.

I'm 28 now and I still think about his kids and how their dad lost his job because I made an offhand comment to sound interesting to a friend.

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u/Pablomiller — 3 months ago

When recipe websites say "serves 4-6 people," are they talking about normal hungry adults or like... fancy dinner party portions? Because I can eat the whole thing.

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u/Pablomiller — 3 months ago

I return my kid's birthday gifts to the store and give him the cash instead because we're struggling financially

He gets way too many presents from relatives who don't know we're barely making rent. I keep 2-3 toys and return the rest. I put the money in his savings account and tell myself it's for his future, but really it helps us survive each month. He's 6 and has no idea.

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u/Pablomiller — 3 months ago

LPT: When packing for a trip, photograph your open suitcase before closing it

If airlines lose your luggage, you'll have a detailed, timestamped record of exactly what was inside for claims. Much easier than trying to remember everything you packed days or weeks later.

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u/Pablomiller — 3 months ago

People who met a 'random' person online 10+ years ago and are still best friends today, how did it happen and have you ever met in real life?

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u/Pablomiller — 3 months ago

LPT: To avoid impulse buying online, add the item to your cart but wait exactly 48 hours before clicking 'buy'. Most of the time, the "need" fades away within two days.

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u/Pablomiller — 3 months ago