Skip to content
Sign in
Artwork for The Compute 100
The Compute 100 · October 6 · 1 hr 5 min

The Compute 100: Austin Lyons, Analyst & Writer, Chipstrat

Today's guest is Austin Lyons, the writer behind Chipstrat. Austin started his career as an engineer — graduate work in electrical engineering at the University of Illinois under semiconductor physicist Eric Pop, followed by time at Intel. From there, he made the shift to analysis and writing, building Chipstrat into one of the most widely-read independent newsletters covering semiconductors, optics, networking, and physical AI. Austin is one of those rare people who can actually read the silicon and explain the market. When people want to know what is really happening in the compute stack, Austin's work is where many of them turn first. We're excited to have him on for a wide-ranging conversation on the state of the chip industry. Austin: https://www.linkedin.com/in/austinlyons/ The Compute 100 is led by Brian Schechter and Gaby Lorenzi, compute-focused investors at Primary. Primary is a pre-seed and seed-stage venture firm that backs founders building across markets including compute, industrials, healthcare and vertical AI. With $1.6B AUM and a 60+ person operating team, Primary delivers unparalleled support to teams across recruiting, finance, GTM, and brand. Primary's compute portfolio includes Etched, The Biological Computing Company, Haiqu, and Atero (acquired by Crusoe). Primary: https://www.primary.vc/ Follow us on X and check out our daily newsletter. This podcast is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Nothing discussed in this podcast constitutes investment, legal, tax, or accounting advice, or a recommendation to make any investment. Any views expressed are as of the date of recording, are subject to change, and may include forward-looking statements that involve risks and uncertainties.

0:00-1:05:44
Play in

transcript

No transcript — this publisher did not publish one.

show notes

Today's guest is Austin Lyons, the writer behind Chipstrat.


Austin started his career as an engineer — graduate work in electrical engineering at the University of Illinois under semiconductor physicist Eric Pop, followed by time at Intel. From there, he made the shift to analysis and writing, building Chipstrat into one of the most widely-read independent newsletters covering semiconductors, optics, networking, and physical AI. Austin is one of those rare people who can actually read the silicon and explain the market. When people want to know what is really happening in the compute stack, Austin's work is where many of them turn first.


We're excited to have him on for a wide-ranging conversation on the state of the chip industry.


Austin: https://www.linkedin.com/in/austinlyons/


The Compute 100 is led by Brian Schechter and Gaby Lorenzi, compute-focused investors at Primary. Primary is a pre-seed and seed-stage venture firm that backs founders building across markets including compute, industrials, healthcare and vertical AI. With $1.6B AUM and a 60+ person operating team, Primary delivers unparalleled support to teams across recruiting, finance, GTM, and brand. Primary's compute portfolio includes Etched, The Biological Computing Company, Haiqu, and Atero (acquired by Crusoe).


Primary: https://www.primary.vc/

Follow us on X and check out our daily newsletter.


This podcast is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Nothing discussed in this podcast constitutes investment, legal, tax, or accounting advice, or a recommendation to make any investment. Any views expressed are as of the date of recording, are subject to change, and may include forward-looking statements that involve risks and uncertainties.

links7

more episodes

All episodes