Co-founder of Cusp AI, a generative materials discovery platform for semiconductors, energy, and climate. Raised $450M from Bezos, Kleiner Perkins, NEA using a royalty-based business model.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Materials science is the bottleneck for chips, energy, and climate; Cusp's generative platform discovers new materials and captures upside via royalties, aligning incentives with customers' commercial success.