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Etched

Semiconductors · San Jose, United States · Founded 2022

Etched is a company that has developed an AI model called Oasis, which is designed to generate open-world games. This model allows for the creation of interactive and explorable game environments, distinguishing it from other AI video models that typically generate non-interactive video from text prompts. Oasis is positioned as the first playable AI model of its kind, with the ability to generate entire game worlds. The company's focus is on providing tools for the gaming industry, enabling developers to create dynamic and expansive game experiences. The business model likely involves licensing this technology to game development studios or offering it as a platform for creating new games. Keywords: AI model, game generation, open-world games, interactive environments, explorable worlds, game development, playable AI, video game technology, generative AI, game design

Valuation $10–50B
Revenue $100–500M
Headcount 100–500
Total funding $500M–1B
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Etched and the history behind them.
Power Law Decacorn$10B+ valuation tier Thoroughbred$100M+ revenue
Featured in
News Etched hits $10.3B valuation in $300M raise, doubling in seven months Jul 23, 2026 News Etched exits stealth with $800M and $1B in chip contracts Jun 30, 2026 Market map Orbital Compute Jun 11, 2026 Market map Generative AI startups Market map World models, physical AI, robotics general intelligence

Investors

36 investors on Etched's cap table

Sourced from Dealroom's funding history. Investor profile links are shown where available.

Seed 3 investors entered at this stage
Primary Venture Partners
Michael Kohen
Matt Shumer
Series A 24 investors entered at this stage
Positive Sum
Fontinalis Partners
Walter Kortschak
Kyle Vogt
Velvet Sea Ventures
Skybox Datacenters
Earthshot Ventures
David Siegel
Stanley Freeman Druckenmiller
Peter Thiel
Amjad Masad
Max Ventures
Thomas Dohmke
Fundomo
Hummingbird Ventures
Two Sigma Ventures
Balaji Srinivasan
Charlie Cheever
Oceans Ventures
Jason Warner
Galaxy Digital
Lightscape Partners
Mei Z.
Anti Fund
Series B+ 9 investors entered at this stage
Stripes
Ribbit Capital
Sequoia
Andreessen Horowitz
Diffusion Capital Partners
Dylan Field
Jane Street Capital
Andrej Karpathy
SK Hynix

Global footprint

Where Etched has talent and traffic

Workforce by country
5 countries with
team presence
🇺🇸 United States95.8%
🇹🇼 Taiwan2.6%
🇨🇦 Canada0.8%
🇬🇧 United Kingdom0.4%
🇧🇬 Bulgaria0.4%
5 countries shown
Web traffic by country
86K monthly visits
across markets
🇺🇸 United States73%
🇨🇦 Canada8%
🇮🇳 India5.1%
🇹🇼 Taiwan3.3%
🇳🇱 Netherlands2.4%
Top 5 markets shown

Talent graph

The shape of Etched's talent

Dealroom maps Etched's team person by person — pinpointing the standout operators and scoring them across the six dimensions investors underwrite. The counts and shape below are a public preview; the named individuals and exact scores live in the platform.

25 team members profilednamed & role-tagged by Dealroom
493 employeestotal headcount
4 executives & foundersidentified by name
DimensionScore
AI Talent Score hidden — book a demo
Engineering Score hidden — book a demo
Product Score hidden — book a demo
Go-to-market Score hidden — book a demo
Leadership Score hidden — book a demo
Research Score hidden — book a demo
Book a demo to unlock Etched's exact scores

Source: Dealroom Talent Intelligence. Public profiles show counts and the team's shape only — request a demo for the named individuals, per-person seniority and tenure, and team benchmarks vs peers.

Patent intelligence

$16k patent portfolio · 4 active families

Estimated portfolio value
$16k
<0.01% of valuation · 1338× smaller than top peer Groq ($21M)
4 active patent families

Source: Dealroom Patent Intelligence · Patsnap. Request a demo for the full per-sub-category breakdown, individual records, and quality-score history.

Market sentiment

What the market is saying about Etched

An AI-synthesized read of the highest-engagement posts about Etched on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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