Lee Jacobs
@LeeJacobs
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Founder @LongJourneyVC Previous @angellist. Lover of cities and @rebeccagrubman. Philly native.
San Francisco, CA
Joined November 2007
Today, we are announcing that we have doubled our AUM @LongJourney by closing a $181,818,181.8 fund. I can’t be more proud of what @cyantist and I dreamed up 5yrs ago. For both of us this business has always been deeply personal. Today I would like to explain why it matters
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This is well done. A dense and digestible 2mins explaining one of humanities greatest achievements- chip design.
“This technology is impossible” That’s what naysayers say to new semi co @substrate Led by a Thiel fellow and backed w $100M, their novel tech tackles the hardest part of the chipmaking - lithography - in hopes to unseat both @asml and @tsmc & rebuild 🇺🇸 foundry dominance
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Chris speaks truth.
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Wonder Bread! (From the comments) should be Newsom's new nickname.
He was sitting there with the Wonder Bread! 😱 @cyantist on Gavin Newsom’s “hustle” in today’s Pirate Wires Daily 👇
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Also could be a play to get a lot of public outrage and then revert decision using outcry as cover later.
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If this is true, I don’t think we fully realize the impact on the main app’s usage (api should be fine I assume).
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I'm teaching my 101 and 201 mindfulness class tomorrow in SF and I have about 10 more spots open. Dm me if you are in town around 3pm and it will wrap around 6pm. There will be chocolate!!
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These guys are just pumping out Gigawatts like they are fireflies in the summer sky.
Crusoe and @Blue_Energy_Co are developing an up-to 1.5 GW nuclear-powered AI data center campus in Port of Victoria, Texas! This groundbreaking "gas-to-nuclear" project is the future of sustainable AI at scale: ⚡️ Speed: AI factories get power as early as 2028 via a gas bridge
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"We think the U.S. can build and sustain a new pure-play foundry." - @Substrate CEO @jamesproud "To do that we need to be more vertically integrated. Usually you have the tooling makers, and you have the fabs that buy the tools." "We're going to start making our own tools,
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Powerful images. Perhaps as, if not, more significant than the first photo of Earth from space. America has the 'printer.'
These patterns have been printed using a Substrate lithography system with no IP or supply chain input from other advanced lithography tools. The resolution of the features in these images is equivalent to that achievable only with what the semiconductor industry refers to as
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Build an X-Ray source, figure out the optics and how to pattern a wafer, scale it up, and you probably have the most valuable tech on the planet. Excited to see what @jamesproud is building at his secret shop:
A secretive American startup says it has chipmaking technology to rival ASML and take on TSMC. Bloomberg’s @EdLudlow breaks the story on Substrate's particle accelerator-powered lithography machine and plans for an American foundry https://t.co/IP6vL4DLDF
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Simple test- ask them if they’ve tattooed a logo of a company on their body. #skininthegame
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I challenge anyone to find yourself a VC who loves harder than @cyantist
Today is the day. https://t.co/pemXFmUb3A May our flag and our freedom forever wave. Thank you @jamesproud, the whole team @substrate, @ChrisOvitz and the whole team at @LongJourneyVC! Another fund defining moment for us.
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Incredibly proud of my friend @jamesproud and his entire team @substrate! The miracle of American innovation is working again and bringing a quantum leap forward in the technology and tooling for foundries to economically scale the chip supply needed for AI. Congratulations!!
Substrate is building a next-generation foundry to return America to dominance in semiconductor production. To achieve this, we will use our technology—a new form of advanced X-ray lithography—to power them. America invented semiconductors. We will lead again.
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Good. Hard. Quests. 🧙♂️ There is perhaps no more critical strategic technology lever to pull than figuring out a way to scale and reindustrialize semiconductor fabrication in 🇺🇸. This is a BIG + CHALLENGING quest, and I'm so pumped that @foundersfund has partnered with
Substrate is building a next-generation foundry to return America to dominance in semiconductor production. To achieve this, we will use our technology—a new form of advanced X-ray lithography—to power them. America invented semiconductors. We will lead again.
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A secretive American startup says it has chipmaking technology to rival ASML and take on TSMC. Bloomberg’s @EdLudlow breaks the story on Substrate's particle accelerator-powered lithography machine and plans for an American foundry https://t.co/IP6vL4DLDF
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Amazing things coming from the first cohort of the Thiel Fellowship
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my friend @ChrisOvitz doesn't vouch for people lightly. He has one of the best filters I know. When he called, there was something different in his voice—certainty. I had to follow Chris's belief.
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Despite all odds, it was clear from the beginning James was on a unrelenting mission to restore America's chip industry.
longjourney.vc
In 2022, a founder named James Proud told me he was going to take on ASML and build a semiconductor foundry in the United States. Today, Substrate launches publicly with proven technology and a...
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