AI’s Cost Crunch Hits Chips, Tokens, and Self-Improving Agents
Thursday, July 2, 2026 · 7 min
Etched’s Invest Like the Best appearance puts hard numbers on the inference race: a first-attempt tapeout, $1B+ in demand, and $800M raised, while Latent Space tracks autoresearch loops and 404 Media names the AI token cost squeeze.
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Show notes
Etched’s Invest Like the Best appearance puts hard numbers on the inference race: a first-attempt tapeout, $1B+ in demand, and $800M raised, while Latent Space tracks autoresearch loops and 404 Media names the AI token cost squeeze.
In this episode
- Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480] - Invest Like the Best with Patrick O'Shaughnessy | Podme — Invest Like the Best
Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480] - Invest Like the Best with Patrick O'Shaughnessy | Podme Invest Like the Best with Patrick O'Shaughnessy 30 Juni # Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480] Lyssna i appen Lyssna i appen My guests today are Gavin Uberti and Rob Wachen,…
- Autoresearch: The feedback loop behind self-improving agents — Latent Space
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- Podcast: The AI Tokenpocalypse Is Here — 404 Media
Podcast: The AI Tokenpocalypse Is Here Advertisement • Go ad free # Podcast: The AI Tokenpocalypse Is Here How companies are burning through their AI tokens; and the fake AI-generated flowers all over Etsy, eBay, and Amazon. Image: 404 Media. We start this week with Joseph’s story about the Tokenpocalypse, which is companies scrambling to stop spending so much on AI after providers started…
- Autonomous vehicle hype is back, and Humble Robotics is bringing ... — TechCrunch
Autonomous vehicle hype is back, and Humble Robotics is bringing it to freight | TechCrunch Startups Copy Share Link # Autonomous vehicle hype is back, and Humble Robotics is bringing it to freight Theresa Loconsolo 9:48 AM PDT · July 1, 2026 26 min Copy Share Link Loading the player… The autonomous vehicle space is starting to feel like a repeat of the 2016 hype cycle. Travis Kalanick…