For today's Tech Check, let's circle back to the Arm I P.O. and the implications for the

VC space.

Our next guest has led investments in several chip companies and sees a range of benefits

that could arise from a successful arm offering today,

including increased capital for private semi-names.

Joining us this morning, Lux Capital General Partner, Shahein Farshi.

Shahein, great to have you back.

What is riding on this open and say things go well?

What would you be looking for next?

So a successful IPO Carl will certainly create investor interest in new chip companies

while increasing the flow of capital into existing privately held chip companies.

Naturally, Armstrong stock performance post IPO could further embolden early stage investors who can use

arm as a comparable when underwriting new investments in small companies.

Would those be looking to enter the same spaces as arm now has its own sites set upon AI data

center and so forth?

That's right.

So chip companies cover a wide variety of functions ranging from basic processors to accelerators to mixed

signal for analog to digital conversion and managing analog signals all the way to wireless and infrastructure communications.

So it's a very, very broad space,

but certainly armed success in this market

will embolden investors to continue investing in this

space.

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