Allen Lau
It is that time of the year again: our annual Legends of Semiconductors dinner, hosted as always at our home. This year, we were treated to an omakase prepared by private chef Cho San. This year, 17 engineers gathered around the table. We all have one thing in common. We either studied...
Allen Lau
Canada has a paradox that I have been talking about for a long time. We are home to most of the world’s AI godfathers. We have Nobel Prize winners, world-class researchers, and some of the most respected engineering schools on the planet. Those institutions attract exceptional students from...
Allen Lau
For most of semiconductor history, progress was a simple loop. Shrink transistors. Fit more into the same area. Get faster compute as a byproduct. That loop had a name. Moore’s Law. It traces back to Intel co-founder Gordon Moore. He observed in the 1960s that the number of transistors on a...
Allen Lau
Edge AI has been a key pillar of our Advanced Computing Hardware investments and a core part of our thesis for a long time. It is the same arc I wrote about in The Next Data Centre: Your Phone a while ago. We need new architectures to meet the speed, security, and energy demands of the next...
Allen Lau
The cost of intelligence is dropping at an unprecedented rate. Just as the drop in the cost of computing unlocked the PC era and the drop in the cost of connectivity enabled the internet era, falling costs today are driving explosive demand for AI adoption. That demand creates opportunity on the...
Allen Lau
At most dinners, introductions start with your name and maybe what you do. At this one, we began with:“Second edition.”“Fourth edition.” Why? Because this was our “School of Fish – Legends of Semiconductors” dinner, hosted at our home, where your relationship with the Sedra & Smith...
Allen Lau
The Two Small Fish team is thrilled to announce our investment in Hepzibah AI, a new venture founded by Untether AI’s co-founders, serial entrepreneurs Martin Snelgrove and Raymond Chik, along with David Lynch and Taneem Ahmed. Their mission is to bring next-generation, energy-efficient AI...
Allen Lau
The next frontier of AI lies at the edge — where data is generated. By moving AI toward the edge, we unlock real-time, efficient, and privacy-focused processing, opening the door to a wave of new opportunities. One of our most recent investments, Applied Brain Research (ABR), is leading this...
Allen Lau
I was fortunate to not only learn from his textbook but also to be a student in his class. Few have the privilege of learning directly from a legend, and I consider myself incredibly lucky to have been in the right place at the right time—more than 30 years ago—to benefit from his lectures. Who...
Allen Lau
This is a follow-up blog post to my last piece about Blumind. More than two decades ago, before I started my first company, I was involved with an internet startup. Back then, the internet was still in its infancy, and most companies had to host their own servers. The upfront costs were...
Allen Lau
When it comes to watches, my go-to is a Fitbit. It may not be the most common choice, but I value practicality, especially when not having to recharge daily is a necessity to me. My Fitbit lasts about 4 to 5 days—decent, but still not perfect. Now, imagine if we could extend that battery life...
Allen Lau
The history of computing has been a constant shift of the centre of gravity. When mainframe computers were invented in the middle of the last century, they were housed in air-conditioned, room-sized metal boxes that occupied thousands of square feet. People accessed these computers through dumb...
Allen Lau
Thank you to The Globe for publishing my second op-ed in as many weeks: The depressing numbers of the venture-capital slump don’t tell the full story. The piece is now available in full here: Bright spots in the current venture capital landscape exist. You just need to know where to...
Allen Lau
Over a decade ago, in his blog post titled “Why Software is Eating the World,” Marc Andreessen explained why software was transforming industries across the globe. Software would no longer be confined to the tech sector but permeated every aspect of our lives, disrupting traditional businesses and...