▶ 6:12 · $ETCHED · The Two Harvard Dropouts Who raised $800M to take on NVIDIA

episode briefing

The Two Harvard Dropouts Who raised $800M to take on NVIDIA

2026-06-30 · 5 company · 7 thematic

sentiment

2 bull1 bear2 neu

speakers

Managing partner and CIO of Atreides Management, a technology-focused hedge fund. He previously ran the Fidelity OTC fund for years and is one of the most-followed voices on semiconductors, AI infrastructure and growth tech.

rob

CCO of Saronic; 22-year Marine Corps veteran (active and reserves); worked at defense primes, ran a consulting firm; joined Saronic via Joe Lonsdale/8VC connection and hunting trip with CEO Dino; leads growth, government relations, contracts, proposals, and international portfolio.

quote

“We're not just building a chip. We're building a full inference solution. And that means a rack. That means the chip. That means the power delivery into the chip. That means the board in which it sits. That means the interconnect by which…”

—gavin baker

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