Ben Pouladian is CEO of BEP Holdings and Founder of BEP Research, a Substack publication covering AI infrastructure investing and semiconductor supply chain analysis. A UC San Diego-trained electrical engineer, Ben worked in Professor Fainman’s ultrafast nanoscale optics lab on silicon photonics before co-founding Deco Lighting, which he scaled to over $50M in revenue. He serves as Chairman of the Leadership Board at the Terasaki Institute for Biomedical Innovation and is an active angel investor. His research on AI memory bottlenecks, optical interconnects and the “Memory Wars” thesis has been cited by international tech media and recognized by industry leaders. Ben brings a rare combination of hands-on engineering depth, operational experience and investment insight to questions about where AI is headed.