Jocelyn D'Arcy
Co-Founder @poindexter_labs
3 Jun 2026Anthropic IPO, Europe Gets Mythos, France’s AI Gains, Work Slop, ARM Hits $400, Genz Hate AI
Jocelyn D'Arcy (Poindexter Labs): £2M Seed Round
Jocelyn D'Arcy, founder of London-based Poindexter Labs, announces a £2M seed round led by Episode 1 Ventures; the company provides end-to-end LLM training data and benchmarking. She recounts her path from 20 years as a maths teacher and vice principal into data annotation via maths olympiad tasks, assembling ~40 elite annotators and scaling from a $200k/month operation to $1.6M revenue in six months, mostly taken from competitors. She argues incumbent workflows inherited from autonomous-vehicle labeling punish sending tasks forward and make teams ~5x less efficient, and says her goal is to force incumbents to fix their processes rather than capture the entire ~$10B market. Afterward the hosts react, musing that competitors may end up needing to acquire Poindexter.
Christina Porter (Invisix): ASML Spinout Building Soft X-Ray Metrology
Christina Porter, CEO of Eindhoven-based Invisix Measuring Systems, explains the company's €20M seed round and its soft X-ray metrology tools for measuring advanced chips, built on about a decade of development inside ASML before the program was licensed out. She describes chip manufacturing as building a 200-story skyscraper layer by layer, and explains that as Moore's law ran out of lateral shrink and devices went 3D, visible-light metrology hit a physical resolution limit. She notes ASML chose to stay focused on lithography while Invisix targets etch and deposition use cases, serving the same 'big five' customers as ASML. The segment runs to the end of this part.
Christina Porter (Invisix): AI Memory Boom & $20M Seed Plans
Christina Porter of Invisix Measuring Systems continues her interview, explaining that the ASML spin-out shares ASML's big-five chipmaker customers and that AI-driven demand for stacked high-bandwidth memory is behind the memory stock surges and rising need for wafer measurement. She describes a ~17-person team heavy on ex-ASML staff (with COO Roald Daga from supplier NTS) and says the $20M seed funds a 300mm demo prototype being moved out of ASML plus development of a first shippable product. Tools sell for multi-million-dollar prices justified by yield gains worth double-digit billions, and she notes no competitor yet has a tool on the market, so it is 'anybody's game'.