Keynote: An Investor Perspective on RISC-V, The Opportunities and Challenges Ahead

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" summary

RISC-V removes proprietary ISA lock-in and creates an open, extensible stack that spurs hardware and software innovation, with the global microprocessor market around $80B and venture capital backing that includes a $900M early-stage fund; venture investors cite rising domain-specific architectures (AI/ML, 5G, cloud offload, IoT) and cheaper chip design cycles as the catalysts, but flag a tooling and software ecosystem gap as the main barrier to broad adoption.

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" chapters (8)

1. 0:00Intro
2. 0:33About Me
3. 1:41Lightspeed Venture Partners - Multi-Stage, Global, Multi-Sector Platform
4. 5:27What We Look For In Early Stage Investments
5. 9:16The Market
6. 11:49Step Function Change
7. 16:22RISC V Opportunity
8. 19:22BUT.. Mature RISC-V Ecosystem Needed to Power Innovation

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