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▶ 7:53 · Semiconductors · Semiconductors · Materials intelligence becomes critical currency for semiconductor value chain coordination
episode briefing
Kleiner Perkins

CuspAI: A Search Engine for Materials That Don’t Exist Yet

2026-07-20 · 2 company · 4 thematic
sentiment
2 bull0 bear0 neu
speakers
chad

Co-founder of Cusp AI who grew up in a Welsh farming village and was the first in his family to attend university; previously worked in quantum computing before partnering with Max Welling to build an AI-driven materials discovery platform.

now playing · Semiconductors · Semiconductors
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Generative AI compresses materials discovery from decades to months
Cusp AI's generative AI search engine navigates vast chemical space to design novel materials with target properties, reducing discovery timelines from 10-20 years to months by combining li…
Advanced Manufacturingtailwindscore 8/10chad
AI materials foundries aggregate data, compute, synthesis, and domain expertise into a new innovation model
Cusp AI is deploying regional foundries that combine the world's largest curated materials dataset, an agentic generative platform, physical synthesis labs, Nvidia AI factory compute, and c…
Semiconductorstailwindscore 8/10chad
Materials intelligence becomes critical currency for semiconductor value chain coordination
Materials underpin the entire semiconductor value chain from ASML to ALD providers, and AI-driven materials discovery can bridge broken communication channels between value chain players to…
Semiconductorstailwindscore 7/10chad
Materials become the connecting currency across the semiconductor value chain
Materials underpin every step from ASML lithography through ALD providers to foundries, but communication across the value chain is broken; AI-driven materials foundries can link these play…