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Shef Osborn

Partner @ Light Street Capital

San Francisco, United States

Shef Osborn is a Partner at Light Street Capital. He attended the University of California, Berkeley.

Total investments:
2
Last investment:
Lead investor:
100%

Last updated:

Industries Shef Osborn invests in

SemiconductorComputerHardwareSoftwareManufacturing

Stages Shef Osborn invests in

Series BSeries D

Countries Shef Osborn invests in

SpainUnited States

Contacts

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Investment Focus

Industry

  • Semiconductor 2 (100%)
  • Computer 1 (50%)
  • Hardware 1 (50%)
  • Software 1 (50%)
  • Manufacturing 1 (50%)
See all 6 industries →

Stage

  • Series B 1 (50%)
  • Series D 1 (50%)

Country

  • Spain 1 (50%)
  • United States 1 (50%)

Investments

CompanyDescriptionRoundLinks
iPronics develops the innovative concepts of general-purpose integrated programmable photonic systems. $125M / Series B / Sep 02, 2026
Ayar Labs develops a monolithic in-package optical I/O (MIPO) solution for applications that require high bandwidth, low latency, and power-efficient short-reach interconnects.The company disrupts the traditional performance, cost, and efficiency curves of the semiconductor and computing industries by driving improvement in interconnectbandwidth density at lower power. Its patented approach uses industry-standard cost-effective silicon processing techniques to develop high speed, high density, low power optical-based interconnect “chiplets” and lasers to replace traditional electrical-based I/O. Ayar’s flagship product is a chip called TeraPhy that implements its optical technology on compact silicon die. The chip can be integrated directly into a central processing unit, graphics card, or another processor to give it optical data transmission capabilities.The Emeryville, California-headquartered company was established in 2015 by Alex Wright-Gladstein, Vladimir Stojanovic, Chen Sun, and Mark Wade. $155M / Series D / Dec 11, 2024

Co-Investors

Light Street Capital

About Light Street Capital

VC Fund · Palo Alto, United States

Light Street Capital Management is an investment management firm located in Menlo Park, California. The firm invests globally in public and private equity markets with a focus on technology and media sectors. Core areas of investment focus are social media, cloud computing, e-commerce, and sharing economy companies.

Light Street Capital Contacts

NameEmailPhoneSocials
Kevin Sullivan
Kevin Sullivan Analyst
Bryan Hsu
Bryan Hsu Analyst
Glen Kacher
Glen Kacher Founder and CIO
Kan Yuan Analyst
Shef Osborn Partner

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FAQ

What does Shef Osborn invest in?

Shef Osborn invests primarily in Semiconductor, Computer and Hardware startups, most often at Series B and Series D stage. Most of the 2 investments tracked by Shizune back companies in Spain. The Investment Focus section breaks down every industry, stage and country in the portfolio.

How do I contact Shef Osborn?

Public channels for Shef Osborn include LinkedIn. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

When did Shef Osborn last invest?

The most recent investment recorded for Shef Osborn closed in Sep 2026. Shizune tracks 2 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.

Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Oct 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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