
Founding Partner of Hometeam Ventures - we invest $500k - $1M into construction tech startupsš·š½āāļøšļø. Also proud co-founder @NewStoryHomes (YC S15).
San Francisco, CA
Joined June 2009
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I am excited to finally share a bit more about why I am building Hometeam Ventures, an early stage fund focused on construction technology.Ā Thank you @FastCompany and @adele_peters for helping us share our story.
fastcompany.com/90940644/aleā¦
Years before AI infrastructure became a daily headline, Debo was making the case to those wise enough to listen that compute, energy, memory, and fab bottlenecks would define what was possible.
Heās spent 7 years building Kepler around those problems,Ā unlocking the power of frontier intelligence for everyone by pushing memory and logic chip manufacturing to the limits of physics.Ā And yesterday, Kepler came out of stealth!
Iām not sure people can fully appreciate how capable, principled, and high-integrity Debo is. He is relentlessly principled and tries to do right by people even when no one would ever know the difference. And if there were more hours in the day, I have no doubt heād find more impossible problems to solve for the benefit of humanity.Ā
Congratulations, Debo + Kepler. So much more to come from this truly exceptional team.
Today, after 7 years in stealth, I, @emeskey and our co-founders are proud to announce @keplercompute.
The world is much better off when we give power & intelligence to the people. When everyone can become their highest selves by pairing their human creativity with the exponentially rising intelligence from our magnificent computers.
Our goal is to unlock the power of frontier intelligence for everyone by pushing memory and logic chip manufacturing to the limits of physics.
To achieve this, we will move the world from one of compute scarcity to abundance where we can make orders of magnitude more chips per dollar and can lower datacenter energies to the limits of physics. We will use physics to ensure we have enough chips and that we can power them on.
Why is compute scarce?
Today's dominant approach - shrinking transistors with EUV - has run into $20B-$40B fabs that take years to build. Sized against that risk, the industry (quite rationally!) grows capex much slower than AI demand that can grow 10x in a year.
In the current system, scarcity is built in.
A different way is possible.
We founded Kepler on the following beliefs:
1. It is possible to build leadership chips without a dependence on EUV
2. It is possible to achieve multiple orders of magnitude more intelligence per watt by evolving chips 2D Silicon to 3D Beyond silicon
3. It is possible to get much closer to the physical limits of computing than we are today while staying within mainstream digital computing
Memory is the biggest binding constraint on AI compute and so we start with a new frontier of AI memory- approaching the bandwidth per watt of SRAM, going up to 10x beyond the capacity of HBM. We use 3D and materials innovations that allow for leapfrogging leading nodes while requiring no EUV lithography and allowing us use fabs that already exist.
Our team co-led one of the industry's first 3D chip-stacking technologies, has led and scaled seven generations of DRAM and multiple logic designs into billions of chips. We built the world's first commercial physical synthesis tool and techniques at the heart of the logic design industry and solved long standing challenges in ferroelectrics, invented beyond CMOS logic devices. We would love to work with you to reinvent chip manufacturing here in America.
We have raised $468m, built our own fab and our AI memories sample this year and ramp to production next year. We are allocated for 2027 and will be scaling in America by 2028.
We are open for business, please get in touch to work together. We are also growing the group of Keplerians and would love to work with you.
Learn More @ Kepler: keplercompute.com/
Read our story in @WIRED: wired.com/story/a-new-dollarā¦
Alexandria Lafci retweeted
Wired just published a story about a legit tech company coming out of stealth that was optimistically framed about the positive impact it could have on the world. Yes, I said @WIRED.
Credit where credit is due! Good work, @LaurenGoode!
And congrats to @keplercompute.
Alexandria Lafci retweeted
congrats to @keplercompute and Debo on coming out of stealth after 7 years, introducing a new frontier of AI memory: bandwidth per watt approaching SRAM, with up to 10x the capacity of SRAM and HBM.
Kepler was one of the first companies I backed out of @itsformulate when I started the fund. back then it was academic materials and a very big vision. Debo believed he could supercharge the performance of every semiconductor in the industry.
proud to have been part of the journey this early, and excited to see this push the AI industry forward.
We are proud to announce @keplercompute. Our mission is unlock computing for everyone by pushing memory and logic to the limits of physics.
Our team co-led one of the industry's first 3D chip-stacking technologies, has led and scaled seven generations of DRAM and multiple logic designs into billions of chips. We built the world's first commercial physical synthesis tool and techniques at the heart of the logic design industry and solved long standing challenges in ferroelectrics, invented beyond CMOS logic devices. We would love to work with you to reinvent chip manufacturing here in America.
Memory is the biggest binding constraint on AI compute. Today we come out of stealth after a 7 year bet on this problem - introducing a new frontier of AI memories - that approach the bandwidth per watt of SRAM and go up to 10x beyond the capacity of SRAM and HBM.
We raised $468m, built a dedicated fab and our AI memories sample this year and ramp to production next year. We are allocated for 2027 and will be scaling in America by 2028.
We are open for business get in touch to work together. We are also growing the group of Keplerians and would love to work with you.
Learn More @ Kepler: keplercompute.com/
Read our story in @WIRED: wired.com/story/a-new-dollarā¦
Alexandria Lafci retweeted
Today, after 7 years in stealth, I, @emeskey and our co-founders are proud to announce @keplercompute.
The world is much better off when we give power & intelligence to the people. When everyone can become their highest selves by pairing their human creativity with the exponentially rising intelligence from our magnificent computers.
Our goal is to unlock the power of frontier intelligence for everyone by pushing memory and logic chip manufacturing to the limits of physics.
To achieve this, we will move the world from one of compute scarcity to abundance where we can make orders of magnitude more chips per dollar and can lower datacenter energies to the limits of physics. We will use physics to ensure we have enough chips and that we can power them on.
Why is compute scarce?
Today's dominant approach - shrinking transistors with EUV - has run into $20B-$40B fabs that take years to build. Sized against that risk, the industry (quite rationally!) grows capex much slower than AI demand that can grow 10x in a year.
In the current system, scarcity is built in.
A different way is possible.
We founded Kepler on the following beliefs:
1. It is possible to build leadership chips without a dependence on EUV
2. It is possible to achieve multiple orders of magnitude more intelligence per watt by evolving chips 2D Silicon to 3D Beyond silicon
3. It is possible to get much closer to the physical limits of computing than we are today while staying within mainstream digital computing
Memory is the biggest binding constraint on AI compute and so we start with a new frontier of AI memory- approaching the bandwidth per watt of SRAM, going up to 10x beyond the capacity of HBM. We use 3D and materials innovations that allow for leapfrogging leading nodes while requiring no EUV lithography and allowing us use fabs that already exist.
Our team co-led one of the industry's first 3D chip-stacking technologies, has led and scaled seven generations of DRAM and multiple logic designs into billions of chips. We built the world's first commercial physical synthesis tool and techniques at the heart of the logic design industry and solved long standing challenges in ferroelectrics, invented beyond CMOS logic devices. We would love to work with you to reinvent chip manufacturing here in America.
We have raised $468m, built our own fab and our AI memories sample this year and ramp to production next year. We are allocated for 2027 and will be scaling in America by 2028.
We are open for business, please get in touch to work together. We are also growing the group of Keplerians and would love to work with you.
Learn More @ Kepler: keplercompute.com/
Read our story in @WIRED: wired.com/story/a-new-dollarā¦
Kepler Computing claims a new approach to chip designāand a proprietary materialācan help end the supply bottlenecks that have sent memory prices surging. wired.com/story/a-new-dollarā¦
Alexandria Lafci retweeted
Last week after our AGM, we gathered LPs, founders & housing thinkers for dinner in SF.
We discussed one of the biggest tensions in the space:
How do we build faster & cheaper without sacrificing sustainability?
Grateful for the Hometeam community. Big goals, real progress!
Alexandria Lafci retweeted
Thrilled to announce in @FastCompany that @BuildCasa will be partnering with @ChanZuckerberg to help low income Californians become homeowners. Thanks to the magic of new subdivision laws + efficient missing middle designs, these homes will sell for 30% less than typical homes.
Alexandria Lafci retweeted
To all the young people who think Joe Biden is to blame for the TikTok ban:
Alexandria Lafci retweeted
Airbnb.org is providing free, temporary housing for people who have been displaced by the Los Angeles wildfires, in partnership with @211LACounty.
news.airbnb.com/airbnb-org-oā¦
Alexandria Lafci retweeted
New Story is hiring a COO. This leader will turn strategy and great opportunity into coordinated action as we grow our market-based impact operations.
Will have the JD on the website next week. Until then, three words: rigorous, relentless, smart.
Please email [email protected] if youāre personally interested to learn more or have a referral. Thx! @NewStoryHomes
Alexandria Lafci retweeted
You can register to vote on Election Day in the following states: AK, CA, CO, CT, HI, ID, IL, IA, ME, MD, MI, MN, MT, NV, NH, NM, RI, UT, VM, VA, WA, WI, WY, + Washington, D.C.
So proud @BrettHagler was able to share the @NewStoryHomes vision with the @ClintonGlobal community! Hear more from @HillaryClinton šš½
Our approach to homeownership, unveiled @ClintonGlobal:
1ļøā£ Secure prime land with governments
2ļøā£ Develop lots with essential services
3ļøā£ Collaborate with financial institutions to offer home financing
We're transforming 15,000 low-income families into homeowners by 2027.
Alexandria Lafci retweeted
Womenās rights are on the ballot. A few thousand votes in key states could make the difference.
Weāre raising funds to register enough women voters to *flip Nevada and NC* (more below).
Join us: women-choose.com & Iāll match $2500ā just message me if you contribute.
š„³ $10K raised since this tweet yesterday!
We have folks willing to match an additional $3K if you want to join the party and help us register young women voters in swing states. women-choose.com
Womenās rights are on the ballot. A few thousand votes in key states could make the difference.
Weāre raising funds to register enough women voters to *flip Nevada and NC* (more below).
Join us: women-choose.com & Iāll match $2500ā just message me if you contribute.
Letās get more young women registered asap!! Women-choose.org
I keep citing this recent @amyewalter analysis bc it seems like the skeleton key of the 2024 election. If this year's undecided voter is disproportionately younger, female, moderate, pro-choice and pessimistic about the economy ... you could hear a large proportion of the Dem convention as essentially targeting this person.
Womenās rights are on the ballot. A few thousand votes in key states could make the difference.
Weāre raising funds to register enough women voters to *flip Nevada and NC* (more below).
Join us: women-choose.com & Iāll match $2500ā just message me if you contribute.
Young women voters can flip swing states like Nevada and North Carolina with our donations and Civitechās platform. Letās make it happen.
Why young women? Womenās bodies are on the ballot this November. Republicans have made no secret of their intention to further curtail reproductive rights, and young women especially are at risk of losing their bodily autonomy, and all the economic and social progress that comes with it. We were surprised to learn that historically, young women vote less than other groups. The gap is large enough in some critical states that reaching parity in voter turnout with this cohort could swing those statesāand the election.
Why these states? We identified two swing states where womenās reproductive rights are at serious risk, and where mobilizing unregistered young, female voters (ages 18-29) can ***secure the victory***. We can reach 49,000 young, Democratic leaning women in Nevada for just $188,000, and 224,000 young Democratic leaning unregistered young women in North Carolina for $771,000. If we successfully raise these funds, we have other states weāre ready to target. For $10M, two million young women voters can be registered and mobilized, significantly influencing the outcomes for the White House, Senate, and the House.
Why Civitech (our technology partner)?
@WeAreCivitech provides the technology infrastructure to modernize advocacy and campaign work in service of a fairer and more equitable democracy. Theyāve designed the most advanced and affordable direct mail program to identify and engage unknown voters ā and then register and get them to the polls. With Civitech we can track how many mailers were sent, if those individuals registered, and if they actually voted. We will know the impact of our efforts in detail.
It has been such a joy working with @ashleymayer and @samlewis on this and weād love for you to join us.
Letās flip these states together and win this election!
women-choose.com
Blown away by the patriotism and self sacrifice of this moment. A true public servant.
#thankyoujoe
Alexandria Lafci retweeted
The Lincoln Project thanks President Biden for todayās incredible selflessness by putting the nationās best interests ahead of politics. Stepping down demonstrates his love of the nation and his unflagging commitment to democracy.
We thank him not only for his actions today, but his lifetime of service to this great nation. We wish him the best. Godspeed, Mr. President.
āWe now turn to the target from which the Lincoln Project has never wavered; the political defeat of Donald Trump and the destruction of his autocratic movement,ā said Lincoln Project co-founded Rick Wilson. āThe felon Donald Trump is a malicious criminal, a gibbering serial liar, and a corrupt autocrat primed for a wipe defeat this fall.ā
āWeāve beaten him before. A patriotic, pro-American coalition of Republicans, Democrats, and Independents will beat him again this year,ā said Jeff Timmer, Executive Director of the Lincoln Project. āWeāve planned for this moment, and weāre ready to take the fight to Trump every day until his defeat on Election Day.ā
























