SIGNAL//SYNTH
Ai

The Age of Inference: Etched Startup Proves the Next AI Hotspot

aired Jul 07, 2026
Signal
82.3/ 100
High signal
confidence 0.99
Orig56.1
Actn100.0
Dens100.0
Dpth100.0
Clty80.3
Summary

Josh: So at limitless we are always in pursuit of alpha in pursuit of the thing that's Josh: around the corner the interesting investment opportunity and i'm very excited Josh: to say that we found a new one Josh: and it comes in the form of this company named etched and it comes in the form Josh: factor of this thing called inference over the weekend i know we spent a lot Josh: of time while people were shooting off

Why listen

It goes beyond the title with direct discussion of ejaaz, josh, it's, including: Josh: This is in the world of inference that I think a lot of people aren't really Josh: paying too much attention to.

Key takeaways
  1. 01Josh: So at limitless we are always in pursuit of alpha in pursuit of the thing that's Josh: around the corner the interesting investment opportunity and i'm very excited Josh: to
  2. 02Josh: This is in the world of inference that I think a lot of people aren't really Josh: paying too much attention to
  3. 03But we've seen this trend Josh: popping up of companies like Google building their custom accelerators, companies like Amazon
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