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We've spent the last 18 months on a particularly vexing question - is there an opportunity to build semiconductor design giants again? @Sid_1_0 @TrivediVedant and i penned our thoughts on behalf of @SequoiaIndiaSEA here :
bit.ly/risc-v-sequoia
bit.ly/risc-v-sequoia
/2 Semiconductors is the OG market that defines modern venture capital ! @sequoia founder Don Valentine was from the space, and we famously led the seed at @nvidia amongst others. a storied past, but what are the trends of the future that back the creation of new legendary cos?
/3 #OSS to the rescue ! the rise of #RISCV as a standard allowing us to back startups that build on top of this platform.
/4 the Govt of india @GoI_MeitY led by the honorable minister @Rajeev_GoI who clearly understands the semiconductor space incredibly well and it reflects in the policy framework. The world needs de-risked , geopolitically neutral semiconductor design and fab.
/5 The talent. OMG the talent. dont sleep on India's engineering ability and talent. once we started to dig in, we found extraordinary world beating talent. we've already backed two great teams. wed love to talk to more . so if you are building in this space, please hit us up :)
/Fin our whatsapp group that we created across india&singapore to discuss this thesis. we called it #Riscseishq . Our dream that there will one day be a GPU from India.
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