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Category Archives: The Valley

Deep Tech Foundations

April 20, 2023by D/D Advisors 5 Comments

Hardware will constitute 60% of “Technology” revenue over the next five years, but has received only 10% of venture investments over the past five years. US investors need to pick up the pace to fix that imbalance.

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Deep Tech, The Valley
a robot holding a cup

Our $0.02 on LLMs

April 19, 2023by D/D Advisors Leave a comment

The latest advances in AI (GPT, LLM, transformers, etc.) are like a Nokia phone in the 90’s – everyone could see the appeal, but no one could predict all that it would lead to.

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The Valley, Tin Foil Hat
close up of man holding coins in hand

Our $0.02 on SVB

March 14, 2023by D/D Advisors 1 Comment

SVB was the bank of choice for the Valley because they wanted our business. Say what you will about its wind-down process, but commercial banks in the US ignore small businesses, and now it looks like that is all we are left with.

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The Valley

Capital Markets and You – Revisited

February 17, 2023by D/D Advisors Leave a comment

We think the market will probably improve later this year, and IPOs & venture funding will pick up pace, but the investing environment will be very different than the long summer we have enjoyed for too long. (Unless your company has AI in its name.)

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The Valley, Uncertainty

Hard vs. Soft – With Math

April 7, 2022by D/D Advisors 1 Comment

Despite conventional wisdom, building a software company can be just as capital intensive a building a semis company. With the huge disparity in valuations at every venture round, it is clear that there can be a massive opportunity in semis investing.

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Analyst Decoder Ring, Silicon, The Valley

Hard or Soft?

April 1, 2022by D/D Advisors 4 Comments

The risk profile for venture investing in hardware and software are of course very different, but the market is shifting, making hardware investing much more appealing.

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Silicon, Strategy, The Valley

Ten Lessons from Google’s TPU

February 15, 2022by D/D Advisors Leave a comment

Google recently published a paper on the history of its TPU chip. There are some valuable nuggets of information in here that can help others think about building chips, and also help outsiders understand many of the changes in the semis industry today.

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Analyst Decoder Ring, Components, Enterprise Electronics, Networking, Roll Your Own, Silicon, The Cloud, The Valley

How to create a fundamental technology?

March 26, 2021by D/D Advisors 1 Comment

How to create a fundamental technology? – There is no easy answer. Start-ups face enough challenges, but building ecosystems for an entirely new, foundational technology need a lot of time, capital and luck to succeed.

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Strategy, The Valley

Start-up Semis Live

December 2, 2020by D/D Advisors 1 Comment

Start-up Semis Live – CRN published a great list of ‘hot’ semis start-ups. We hope this encourages more investors to support chip companies.

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Components, Enterprise Electronics, Networking, Silicon, The Valley

Semiconductors’ Midlife Crisis

October 21, 2020by D/D Advisors 1 Comment

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.

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Components, M&A, Silicon, Strategy, The Valley

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