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Austin Lyons
@austinsemis
semis analyst. asking questions + explaining. read by chipmakers, funds, model labs. @chipstrat · @semidoped · @creativestrat
Joined September 2007
1.8K Following    7K Followers
Semis startups right now are so fun. You’ve got both industry vets like Al at PicoJool and young founders like the guys at Etched.
A few years ago Patrick Collison remarked there are fewer younger founders today. Ben Horowitz and Martin Casado agree that's what the hardware era looks like, for now: "If you look at Elon or Travis Kalanick, their companies when they were young were software companies. Even those guys, the best guys, needed some experience to graduate to the more elaborate domains." "When you're learning how to build a company, it's hard enough if you completely understand the product. If you don't completely understand the product and have to learn it while you build the company, that's just such a steep learning curve for a brand new entrepreneur." "[Hardware] has been defocused by the entire industry and academia for the last 20 years... The growth areas have been software, networking, things like that." "You don't go intern and build a chip. But a lot of that's changing now. We're gonna create a whole generation of founders that come from these new companies." "One of the greatest legacies of Elon is of course he's created these great companies, but the amount of entrepreneurs that have come out of SpaceX that are changing the entire industrial complex may be an even greater legacy than the companies themselves." "I think we're gonna see the same thing for computer science and hardware." @bhorowitz @martin_casado @eriktorenberg
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