Toby Howell

We are joined by Lightspeed co-founder and partner Ravi Matra.

Thank you, Ravi.

We have learned so much about the tech space this week at Davos and are very thankful to be working with Lightspeed to make all of this happen.

Piggyback away, Neil.

This is so funny.

Like, what do you mean the same ceramic that you sit on on a toilet is perfect for the AI revolution as well?

It's not the exact same, but their advances in ceramic technology do translate very well to this industry.

They have great strength when you compare them to different metals.

It's lighter than metal.

It does not interfere electrically with chip making tools.

That is why ceramic is such in high demand right now.

And I do just want to zoom out a little bit to the wider memory industry right now because it is ripping.

It is unbelievable the stocks that are doing well, not only in Korea with SK Hynix and Samsung who have seen stock run-ups, but also American companies like

Micron and SanDisk are doing well.

Micron is up 250% over the last six months.

It's now the 25th biggest company in the entire US.

And SanDisk, the little things you used to plug into your computer in school, is up over 1,000% in the past six months.

That sentence alone is very difficult to get used to saying.

So toss in Toto and it's

electrostatic chucks.