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Isaac Sigron

Isaac Sigron

Managing Director at Koch Disruptive Technologies, investing in data center infrastructure and AI/semiconductor innovation; previously investment banker at Evercore.

Jun 26, 2026

2:16
And given that we have a generalist audience from space technology to medical device to semiconductor, can you introduce the topic of advanced packages for those maybe hearing this terminology for the first time?
2:31
Okay.
2:34
It's actually, it's not a straightforward question, right? Because advanced packaging, you know, kind of by its name, it's, you know, some advanced topics in semiconductors.
2:42
So you need to, you know, it's hard to learn how to run before you walk, but let me give it a try here.
2:47
And hopefully I will not butcher this.
2:50
So high chances that I will.
2:53
So I just take it from like the very beginnings, right? What is a chip? A chip is like layers of silicone.

24 MINS LATER

27:11
two months,

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