Photon Capital
@PhotonCap
Seeing tech through a different wavelength. Photonics & semiconductor research
加入 April 2025
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Today I had in-depth conversations with optical, packaging, and system design engineers at Intel, NVIDIA, Marvell, Micron, Broadcom, and Ayar Labs.
My takeaway is that optics is just getting started. Don’t put a ceiling on how big it can get.
Investing is still hard. Conversations like these strengthen my conviction to keep going.
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