Episode
EP3-21 | VC Talks: Andy Lombard | Tesoro VC : Linking TSMC to the U.S.
- Published
- Jan 19, 2026
- Duration seconds
- 1180
- Processing state
not_requested- Canonical source
- https://open.firstory.me/story/cmkl7cu6y0afm01y2bj714r12
Actions
POST https://stenobird.com/v1/public/podcasts/startup-island-taiwan-podcast-5761992/episodes/ep3-21-vc-talks-andy-lombard-tesoro-vc-linking-tsmc-to-the-u-s/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/startup-island-taiwan-podcast-5761992/ep3-21-vc-talks-andy-lombard-tesoro-vc-linking-tsmc-to-the-u-s.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
In this episode, we invited Tesoro Venture Capital Founder and Managing Partner Andy Lombard to share how he identifies future industry leaders amid the trillion-dollar global race in semiconductors and AI. Developing a new chip often takes close to a decade and requires tens of millions of U.S. dollars in investment. Tesoro approaches this challenge through a model it calls “Codependent Innovation,” working in close collaboration with ecosystem partners such as TSMC , Cadence , and Amkor . By embedding startups directly into this network, Tesoro helps establish real-time feedback loops that significantly shorten development cycles. Andy explains in detail how Tesoro’s accelerator programs are designed to compress both R&D timelines and costs, with an ambitious goal: to cultivate the next generation of TSMC’s most important global customers within the next five years. Beyond investment strategy, Andy also discusses how Tesoro is working to replicate the success of Taiwan’s Hsinchu Science Park in the “Silicon Desert” of Phoenix . Tesoro is actively connecting leading universities—such as the University of Arizona and National Yang Ming Chiao Tung University —with advanced research centers, focusing on frontier domains including Physical AI , robotics, photonics, and AI chips engineered for extreme environments such as space. In this episode, we take a closer look at how Tesoro supports Taiwanese and global startups as they establish a presence in the U.S. market. Through cross-border collaboration and what Andy describes as a “corridor effect,” Tesoro aims to accelerate the commercialization of next-generation hard technologies and help shape a truly global ecosystem for physical, real-world AI. 在本集節目中，我們邀請到 Tesoro Venture Capital 的創辦人兼管理合夥人 Andy Lombard，與我們分享他如何在價…