Start-up Semis Live – CRN published a great list of ‘hot’ semis start-ups. We hope this encourages more investors to support chip companies.
Semiconductors’ Midlife crisis – Chip companies need to start thinking about how they want to spend their golden years – save up for retirement or blow it all on big splashy initiatives that remind them of the glory days.
Like a Boss – Do big company executives make for good start-up CEOs? It depends….
The Haves and the Have Nots – No one can predict how the economy will fare, for now the tech industry is propped up by a healthy dose of investor cash. Eventually this spigot will be shut off, and it is important to be prepared for a long winter.
Corporate Venture Capital teams often get short shrift by traditional firms, but when they are well structured, they can be a great fit for the right start-up.
Everybody Wants to Be a Technology Company – Big companies working with start-ups requires a lot of patience and flexibility on both sides
Money for (Almost) Nothing – Many start-ups are sitting on valuable data. We think there is an opportunity for companies, such as Accounting Software makers to earn a healthy side income monetizing that data.
AI accelerators are special purpose chips whose appeal is economic rather than technical. And it is now likely that China has more stand alone AI accelerator companies than the US has, or maybe ever will have.
Financial models – This is the Way. Build simple, cash models. Models do not give answers, they show constraints and trade-offs, and are a tool for making informed decisions. We have a few suggestions on the right way to build them.
Not a Drop for You – To use a highly technical terms, capital markets are weird right now. We are seeing a growing divide between the haves and have-nots, with many start-ups rolling in investor interest and many more seeing their options decline.