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# Dr. Yvonne Lutsch
Deep tech investor backing semiconductor and AI startups at Lam Capital.

## About

Dr. Yvonne Lutsch directs investments at Lam Capital, backing startups in semiconductors, digital manufacturing, and AI. She looks for companies with strong technical moats and helps them scale.

Before joining Lam, she led investments across climate tech and industrial IoT at Bosch Ventures. Her transition to venture capital follows two decades of hands-on engineering and manufacturing work. She frequently speaks on how AI shifts software economics and changes what enterprise acquirers actually want from new platforms.

Based on the US West Coast, Yvonne holds a PhD in Applied Physics.


## Upcoming Sessions

### World Congress 2026 North America · September 23, 2026
San José, CA
- [Moats, Margins & M&A in the AI Era](https://www.wearedevelopers.com/events/world-congress-2026-north-america/sessions/1962-moats-margins-m-a-in) · 30 min