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It is said that it will cost as much as $600M to develop a 5nm chip. At that price, only a few companies can afford to play, and with that amount of cash in, innovation is severely limited.
At the same time, there is a stampede in the artificial intelligence (AI) market where around 60 startups have appeared, many of which have already … Read More
Most of my investments are associated with large changes in the semiconductor industry. These changes create opportunities for new and disruptive technologies. I also look to find solutions that provide a compelling reason to adopt a new technology or approach. When talking about a new approach, it often takes longer to overcome… Read More
It is important when talking about a market to first establish the need and potential growth, then determine how the market is being served. This requires examining product features and services offered. … Read More
My usual practice when investing is to look at startup companies and try to understand if the market they are looking to serve has a significant opportunity for a new and disruptive technology. This piece compiles the ideas that I used to form an investment thesis in Portable Stimulus. Once collected, I often share ideas to get feedback.… Read More
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