Invest Like the Best with Patrick O'Shaughnessy · Tuesday, June 30, 2026
Gavin Newberry and Rob Locken, founders of Etched, discuss the initial skepticism they faced as young founders trying to break into the semiconductor industry. They highlight how industry veterans were initially dismissive of their potential to build superior AI chips, a sentiment that has since shifted.
“And at the time, basically, the consensus was, these kinds of companies are not built by young people.”
“Two, 21-year-olds are like, not going to do this. It's just not going to work.”
“It was indicative of a theme, which was, nobody believes in us. That's obviously changed a lot now.”