Uploaded May 2026 | Updated September 2026, 13 hours ago
Gavin Baker — one of the most respected tech investors alive — said chip companies need three generations before they find true product-market fit. Elad Raz agrees, and explains exactly why.
Generation 1: you get the chip from TSMC and realize it doesn't quite match what customers need. Generation 2: you're selling, but already building Gen 3. By the time you're shipping Maverick 2, you're three generations deep in institutional knowledge.
The timeline is brutal. The capital requirements are brutal. But there's no shortcut.
🔔 Subscribe for more honest conversations about what it actually takes to build a generational semiconductor company.
Watch the full episode → bit.ly/3R4FAck
#GavinBaker #ChipGenerations #NextSilicon #Semiconductors #StartupReality #VentureCapital #EladRaz #Invested #DeepTech #AIHardware
Gavin Baker — one of the most respected tech investors alive — said chip companies need three generations before they find true product-market fit. Elad Raz agrees, and explains exactly why.
Generation 1: you get the chip from TSMC and realize it doesn't quite match what customers need. Generation 2: you're selling, but already building Gen 3. By the time you're shipping Maverick 2, you're three generations deep in institutional knowledge.
The timeline is brutal. The capital requirements are brutal. But there's no shortcut.
🔔 Subscribe for more honest conversations about what it actually takes to build a generational semiconductor company.
Watch the full episode → bit.ly/3R4FAck
#GavinBaker #ChipGenerations #NextSilicon #Semiconductors #StartupReality #VentureCapital #EladRaz #Invested #DeepTech #AIHardware
