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Etched
VS
General Intuition

AI infra comparison — funding, valuation, and investors, sourced from Value Add Pulse coverage.

E
Etched

Etched designs Sohu, a transformer-only ASIC chip built to accelerate AI inference workloads more efficiently than general-purpose GPUs like Nvidia's.

6 Pulse stories
GI
General Intuition

An AI lab training foundation models and agents on billions of action-labeled video-game clips to achieve spatial-temporal reasoning, with applications spanning gaming agents to robotics.

2 Pulse stories
Total Raised
$800M
$454M
EtchedGeneral Intuition
Last Valuation
$10.3B
$2.3B
EtchedGeneral Intuition
AI infra
Sector
AI infra
2022
Founded
2025
San Jose, California
HQ
New York, NY
Private
Status
Private
Etched investors
Sequoia CapitalAndreessen HorowitzJane StreetSK HynixStripesPeter Thiel/Thiel CapitalPrimary Venture PartnersPositive Sum Ventures
General Intuition investors
Khosla VenturesGeneral CatalystRaineBezos ExpeditionsEric SchmidtNico Rosberg

Data from Value Add Pulse coverage and company research — see the full threads for Etched and General Intuition.

@Trace_Cohen·t@nyvp.com