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AI Infra Roadmap: Five frontiers for 2026
The first generation of AI infrastructure companies unlocked the “brains” for intelligence. The next generation will unleash these engines of…
Mar 30 • Lance Co Ting Keh
ChipAgents: Agentic AI for Chip Design
Bessemer Venture Partners leads ChipAgents’ $21M Series A to transform chip design with agentic AI.
Mar 20 • Lance Co Ting Keh

January 2025

DeepSeek R1
and Some Implications for Startups
Jan 26, 2025 • Lance Co Ting Keh

December 2024

Thoughts on OpenAI's o3
and where I'd apply expensive but effective CoT models today
Dec 29, 2024 • Lance Co Ting Keh
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