Photonic Computing: Breakthroughs, Challenges and Insights with Denis Kalinin Understanding VC

In the latest episode of the Understanding VC podcast featuring Denis Kalinin, the discussion delves into Optical Computing. Denis covers various aspects, including the potential of optical processors compared to current technology, the distinct features of photonic computing, challenges faced in silicon photonics, and the strategic focus of companies like Lumi in optical processing. Denis shares insights on investment opportunities in the optical computing sector and sheds light on the business models adopted by startups, emphasizing potential exits and acquisitions in this dynamic space. The episode also explores the role of optical computing in the age of AI, its applicability across industries, and the geographical landscape of talent and startups in the fields.