Physics is about to be eating the world.
Software is finishing up the appetiser, before the the main course arrives.
Happy for you all to quote me on this one 10 years from now.
If one day my VC ever gets to the levels of @a16z - this would probably be the reason.
Software is finishing up the appetiser, before the the main course arrives.
Happy for you all to quote me on this one 10 years from now.
If one day my VC ever gets to the levels of @a16z - this would probably be the reason.
Their founder's "software is eating the wold" classic quote underpinned their "contrarian" investment thesis at a time when the world was recovering from the dot-com crash.
They were right and the VC world today sees them as one of the legends alongside the early Silicon Valley pioneers still around, like @sequoia
Today they think the future is the metaverse. I.e. digital-2.0
I don't.
That's my contrarian view.
Today they think the future is the metaverse. I.e. digital-2.0
I don't.
That's my contrarian view.
It's beyond saying #DeepTech is cool.
Or useful.
What I'm saying is that all the innovation that's powered technology today. The "digital" revolution. That THING is moving from the digital realm (back) to the physical realm.
The silicon revolution gave us Venture Capital 1.0
Or useful.
What I'm saying is that all the innovation that's powered technology today. The "digital" revolution. That THING is moving from the digital realm (back) to the physical realm.
The silicon revolution gave us Venture Capital 1.0
That empowered the digital revolution: VC 2.0
The physical became digital thanks to the software revolution. And now we have digital banks, AI systems, and virtual meetings.
Now we start to see the digital going back to the physical.
Don't believe me?
Take AI.
The physical became digital thanks to the software revolution. And now we have digital banks, AI systems, and virtual meetings.
Now we start to see the digital going back to the physical.
Don't believe me?
Take AI.
Traditional computers allowed us to build AI models. They are energy expensive as you know and (in my view) unluckily going to keep achieving fundamental breakthroughs on a traditional (von Neumann) architecture.
But now we are starting to build AI models into the architectures of new chips.
We start to see #neuromorphic computing applications.
We start to see #neuromorphic computing applications.
This week I've been reading a paper from last August about a compute-in-memory chip that's competing with digital AI systems at a fraction of the energy cost (link below).
#Quantum computing went from pure speculation to an active field of investigation with specific commercial targets.
In my deep tech focused startup community I'm seeing startups looking at physics based sensors for their potential to beat best in class AI in healthcare.
In my deep tech focused startup community I'm seeing startups looking at physics based sensors for their potential to beat best in class AI in healthcare.
I'm seen at new kinds of antennas to change the semiconductor industry in telecoms. And light-based technologies applied to cybersecurity and computation.
This wave is not crashing away the digital world any time soon, and in fact there will be a need for new kinds of software to go with new hardware.
But one thing is for sure:
A new technology infrastructure is coming.
But one thing is for sure:
A new technology infrastructure is coming.
And the startups building it are for the large part not going to manipulate bits.
They will be manipulating atoms, crystals and polymers.
In fact, some are doing it now.
Want to take a contrarian Venture Capital bet in the 2020s?
Back these folks.
They will be manipulating atoms, crystals and polymers.
In fact, some are doing it now.
Want to take a contrarian Venture Capital bet in the 2020s?
Back these folks.
Links you can check out:
- A compute-in-memory chip based on resistive random-access memory
nature.com/articles/s4158β¦
- Brain-Inspired Chips Good for More than AI
spectrum.ieee.org/neuromorphic-cβ¦
- A compute-in-memory chip based on resistive random-access memory
nature.com/articles/s4158β¦
- Brain-Inspired Chips Good for More than AI
spectrum.ieee.org/neuromorphic-cβ¦
That's a wrap!
If you enjoyed this thread:
1. Follow me @francesco_srv for more of these
2. RT the tweet below to share this thread with your audience
3. Join our Deep Tech community: siliconroundabout.tech
If you enjoyed this thread:
1. Follow me @francesco_srv for more of these
2. RT the tweet below to share this thread with your audience
3. Join our Deep Tech community: siliconroundabout.tech
https://twitter.com/francesco_srv/status/1580232633732452354
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