Lip Bu Tan

“Versus 1 to 8 in the training, CPU to GPU, now I can see 1 to 4, maybe 1 to 1. And I'm delighted CPU become important.”

“I think the AI is changing the whole landscape. And I think the impact will be bigger than internet. And it's more profound also.”

“I invest in a company called Cradle Semiconductor, Australia Lab. Is this interconnect become the bottleneck? So I decided to back.”

“I also back Celestial AI in the optical side. And then because speed become more important in the interconnect, in the cluster.”

“In terms of packaging, I started to invest into glass. Glass is a very good heat insulator. So I invest in a venture site called 3DGS.”

“I also starting to look at artificial diamond. And that's another very good insulator. So I also invest into, you know, Diamond Foundry.”

“That's why I invested in Infi. And then Marvel bought it.”

“Lip Bu Tan was CEO of Cadence for 13 years, generating ~85x shareholder return, before becoming Intel CEO.”

“Many people now that I know are hiring people more in their 30s, 40s, 50s because they're used to managing teams. And I think that transfers directly over to managing agents.”