In short: Not a pick — a signal. The interesting fact isn't the brash-young-founders story but that they did initial design verification in 42 days versus a normal six or seven months, and "their first design worked." He reads it as one of the first companies structurally using AI to design chips: "instead of vibe coding, we're going to have vibe chipping," and "the notion that some kind of tribal knowledge protects you as a chip manufacturer is going away" — which "in a perverse sort of way will help prick the bubble itself."
Edged is a startup building inference ASICs — chips designed to do one job (running an AI model) rather than being general-purpose like a GPU. Kedrosky has no investment view on it; he flags one operational fact.
Designing a chip normally takes six or seven months just to get through the verification stage, and the first design essentially never works. Edged did it in 42 days, and its first design worked. He reads that as AI being used to design the chip — and chip-design code happens to be exactly the kind of tightly-specified work AI is genuinely good at.
The implication is bigger than one company: "vibe chipping." If new chip designs can be produced at software speed, the decades of accumulated know-how that protected incumbent chip makers stops being a moat — and a flood of cheap, specialised silicon "in a perverse sort of way will help prick the bubble itself."
31:40most consequential computing industry on earth and all these things. And yet recently there was a story in the Wall Street Journal which made me laugh, about this new inference ASIC — application specific integrated circuit — company called Edged that had, I don't know, a couple of quadloopzillions of capital or something that they had raised, and it was a bunch of young guys and they did the usual story about telling the story of the brash young guys who create the thing that
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