Lam Capital

“And of course, the whole AI data center space, for example, is probably Overhyped.”

“Speed is actually, after all, speed and relationships are, after all, more important. Like the leadership team, and it comes back to the team. Do they have the right advisors? Do they have, or do they have experienced people in the leadership team who help the…”

“We do investments in startups along the whole value chain from materials, material related technologies to products and systems. And of course, semi-equipment is in between there, but it's also about sensors. It's about robotics. Sustainability is a very impor…”

“Because as a larger corporate, you always have to be cautious whether you are helping or hurting the startup with your brand name and leading a deal, and it can sometimes rather hurt, and then we are cautious and tell the startup, we think it's a better idea i…”

“I think we, you made like almost 40 investments over the time of our existence, and if I recollect this correctly, maybe less than a handful of your software companies.”

“Yeah, so we are To some extent stage agnostic but I would say sweet spot is somewhere between serious seed and maybe an early B.”

“For me, it's unthinkable of, you know, how, how do I get a good return on a hardware technology company that is valued already at a billion? Who is buying them for 10 or a hundred billion? It's beyond my, Imagination.”