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chad

T2 · manager / operator

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.

2 calls·2 names·100% bull·last heard 2 months ago·Kleiner Perkins
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$CUSP-AICusp AIposition

Cusp AI founders unveil AI search engine for materials discovery with Meta and Nvidia backing

Cusp AI uses generative AI agents to search and generate novel materials in months instead of decades, with a proprietary dataset and foundry ecosystem backed by Meta and Nvidia to accelerate deployment across semiconductors, energy, and climate applications.

Kleiner Perkins2026-07episode →
2ndmedium conviction
$NVDANvidia

Cusp AI founders cite Nvidia AI factories as critical compute infrastructure for materials foundries

Nvidia's AI factory infrastructure provides the essential compute layer for Cusp AI's materials foundries, positioning Nvidia as a foundational enabler of AI-driven materials discovery across semiconductor and industrial sectors.

Kleiner Perkins2026-07episode →

most discussed · click a bar to filter

  • $CUSP-AI
  • $NVDA

recurring themes

  • Semiconductors2
  • AI Applications1
  • Advanced Manufacturing1
2 total
$CUSP-AI
Cusp AI
HIGHchad·Kleiner Perkins·2 months ago·CuspAI: A Search Engine for Materials That Don’t Exist Yet· position
Cusp AI founders unveil AI search engine for materials discovery with Meta and Nvidia backing
Cusp AI uses generative AI agents to search and generate novel materials in months instead of decades, with a proprietary dataset and foundry ecosystem backed by Meta and Nvidia to accelerate deployment across semiconductors, energy, and climate applications.
"At Cusp, we've built what can be described as a search engine for materials. For many years we've relied on serendipity and trial and error to discover new materials. The chemical…"
0:00
$NVDA
···
Nvidia
MEDchad·Kleiner Perkins·2 months ago·CuspAI: A Search Engine for Materials That Don’t Exist Yet
Cusp AI founders cite Nvidia AI factories as critical compute infrastructure for materials foundries
Nvidia's AI factory infrastructure provides the essential compute layer for Cusp AI's materials foundries, positioning Nvidia as a foundational enabler of AI-driven materials discovery across semiconductor and industrial sectors.
"And then the fourth thing you need of course is compute, and so we're using local computing infrastructure and these AI factories that Nvidia have been busy building. And these fo…"
6:55
8
AI Applicationstailwind
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 literature search, de novo generation, property prediction, molecular dynamics simulation, and automated synthesis planning.
8
Advanced Manufacturingtailwind
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 customer domain knowledge to enable materials-on-demand across sectors, backed by Meta and Nvidia with 40+ industrial partners.
8
Semiconductorstailwind
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 accelerate next-node development.
7
Semiconductorstailwind
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 players by predicting which materials are needed for the next process node, creating a new ecosystem layer.