Kelly Greer
@kellyjgreer
deploying compute and investing @CrucibleCap
Joined November 2009
1.6K Following 12.8K Followers
lumilens is on a sick run, congrats to early investors. scale up networking is the place to be
semiconductors are now the FCF daddies after hyperscalers spent $ hundreds of B on M&A over the last decade. pressure to max tok/watt will only accelerate hardware acquisitions, networking is a top 2 bottleneck
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The startup Lumilens, which develops optical technology for data centers, has raised over $700 million at a $5.5 billion valuation
