Lawrence Lundy-Bryant

Lawrence Lundy-Bryant (Cloudberry): Europe's First Dedicated Semiconductor VC

Lawrence Lundy-Bryant, general partner at Cloudberry, joins after being booked that morning to discuss the ~$30M fund he just launched as Europe's first dedicated semiconductor VC. He argues that focusing on beating Nvidia misses the coming explosion of heterogeneous computing — neuromorphic, photonic and other new chip types — where specialist niches are where Europe can win. He rejects 'sovereignty' as the goal in favor of building strategic dependencies like compound semiconductors and photonics, and explains his strategy of incubating pre-seed founders before they're legible, with GlobalFoundries as an LP.

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