EDA Tools

topic on 2 shows · 4 statements across 2 episodes

Invest Like the Best 20VC

4 statements about EDA Tools, every show

Wachen: The semiconductor stack is over-buffered for general-purpose use cases
“The entire semiconductors and data center industry is built on buffer. And what I mean by that is every part of the stack from the EDA tools to the power modules, to the circuit boards, to the chip design and standard cells, everything is built to be general p…”
Rob Wachen Jun 30, 2026 ▶ 2:27 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
INVEST LIKE THE BEST Assertion Partly supported
Wachen: EDA tools default to freezing temperature constraints irrelevant to AI
“You know, the default configurations for a lot of these EDA tools assume that you're going to be running your chips in freezing temperatures. Now, I don't know about you, but I've never seen an AI data center with ice in it. So, you know, we can feel pretty co…”
Rob Wachen Jun 30, 2026 ▶ 3:15 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
Wachen: Modern EDA and FPGA tools changed chip tape-out failure rates
“I think it's very hard to realize the constraints have changed, and like, you know, when you've looked at tape outs for 20 years, and you've seen so many of them not work on the first try, or the second try, or the third try, like, you couldn't even run a work…”
Rob Wachen Jun 30, 2026 ▶ 1:12:07 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
20VC Assertion Contradicted
Feldman: US export controls led US VCs to fund Chinese EDA startups
“You, ah, sought to limit Chinese access to EDA tools to delay the growth of a Chinese chip market. And so U.S. Venture capitalists backed tons of Chinese companies in Shenzhen to build EDA tools, right?”
Andrew Feldman Mar 24, 2025 ▶ 57:49 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings

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